ENVESTNET ASSET MANAGEMENT INC: FDLO position timeline

ENVESTNET ASSET MANAGEMENT INC held 549,577 FDLO shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 549,577 shares

   Change vs previous 13F +10,181 shares

   0.01% of the 13F portfolio, value $37,555,334.

   13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
   Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 534,296 shares
   • Envestnet Portfolio Solutions, Inc.: 15,281 shares
2. period ended2026-03-31

   13F 539,396 shares

   Change vs previous 13F +20,452 shares

   0.01% of the 13F portfolio, value $34,839,575.

   13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 524,517 shares
   • Envestnet Portfolio Solutions, Inc.: 14,879 shares

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 518,944 shares

   Change vs previous 13F +8,312 shares

   0.01% of the 13F portfolio, value $34,639,539.

   13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 504,770 shares
   • Envestnet Portfolio Solutions, Inc.: 14,174 shares

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 510,632 shares

   Change vs previous 13F -60,237 shares

   0.01% of the 13F portfolio, value $33,635,347.

   13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 499,357 shares
   • Envestnet Portfolio Solutions, Inc.: 11,275 shares

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 570,869 shares

   Change vs previous 13F -54,512 shares

   0.01% of the 13F portfolio, value $35,850,544.

   13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 555,092 shares
   • Envestnet Portfolio Solutions, Inc.: 15,777 shares

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 625,381 shares

   Change vs previous 13F +18,554 shares

   0.01% of the 13F portfolio, value $37,910,621.

   13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 611,643 shares
   • Envestnet Portfolio Solutions, Inc.: 13,738 shares

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 606,827 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $36,767,643.

   13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   • ENVESTNET ASSET MANAGEMENT INC: 592,338 shares
   • Envestnet Portfolio Solutions, Inc.: 14,489 shares

   Acceptance time not in the bulk data set (spec §4.2).