ENVESTNET ASSET MANAGEMENT INC: FR position timeline

ENVESTNET ASSET MANAGEMENT INC held 276,179 FR 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 276,179 shares

   Change vs previous 13F -12,924 shares

   <0.01% of the 13F portfolio, value $16,932,519.

   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

2. period ended2026-03-31

   13F 289,103 shares

   Change vs previous 13F +2,933 shares

   <0.01% of the 13F portfolio, value $16,724,581.

   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: 289,103 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

3. period ended2025-12-31

   13F 286,170 shares

   Change vs previous 13F -17,760 shares

   <0.01% of the 13F portfolio, value $16,388,962.

   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: 281,223 shares
   • Envestnet Portfolio Solutions, Inc.: 4,947 shares

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

4. period ended2025-09-30

   13F 303,930 shares

   Change vs previous 13F +3,417 shares

   <0.01% of the 13F portfolio, value $15,643,262.

   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: 299,082 shares
   • Envestnet Portfolio Solutions, Inc.: 4,848 shares

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

5. period ended2025-06-30

   13F 300,513 shares

   Change vs previous 13F +29,501 shares

   <0.01% of the 13F portfolio, value $14,463,696.

   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: 293,830 shares
   • Envestnet Portfolio Solutions, Inc.: 6,683 shares

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

6. period ended2025-03-31

   13F 271,012 shares

   Change vs previous 13F +17,753 shares

   <0.01% of the 13F portfolio, value $14,623,822.

   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: 263,247 shares
   • Envestnet Portfolio Solutions, Inc.: 7,765 shares

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

7. period ended2024-12-31

   13F 253,259 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $12,695,825.

   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: 240,748 shares
   • Envestnet Portfolio Solutions, Inc.: 12,511 shares

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