ENVESTNET ASSET MANAGEMENT INC: FUMB position timeline

ENVESTNET ASSET MANAGEMENT INC held 102,986 FUMB 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 102,986 shares

   Change vs previous 13F -13,761 shares

   <0.01% of the 13F portfolio, value $2,065,383.

   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: 79,473 shares
   • Envestnet Portfolio Solutions, Inc.: 23,513 shares
2. period ended2026-03-31

   13F 116,747 shares

   Change vs previous 13F -13,754 shares

   <0.01% of the 13F portfolio, value $2,340,775.

   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: 93,992 shares
   • Envestnet Portfolio Solutions, Inc.: 22,755 shares

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

3. period ended2025-12-31

   13F 130,501 shares

   Change vs previous 13F -23,459 shares

   <0.01% of the 13F portfolio, value $2,617,847.

   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: 94,171 shares
   • Envestnet Portfolio Solutions, Inc.: 36,330 shares

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

4. period ended2025-09-30

   13F 153,960 shares

   Change vs previous 13F +57,450 shares

   <0.01% of the 13F portfolio, value $3,094,591.

   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: 105,247 shares
   • Envestnet Portfolio Solutions, Inc.: 48,713 shares

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

5. period ended2025-06-30

   13F 96,510 shares

   Change vs previous 13F +21,128 shares

   <0.01% of the 13F portfolio, value $1,929,496.

   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: 56,807 shares
   • Envestnet Portfolio Solutions, Inc.: 39,703 shares

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

6. period ended2025-03-31

   13F 75,382 shares

   Change vs previous 13F -23,365 shares

   <0.01% of the 13F portfolio, value $1,514,802.

   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: 50,964 shares
   • Envestnet Portfolio Solutions, Inc.: 24,418 shares

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

7. period ended2024-12-31

   13F 98,747 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $1,983,824.

   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: 76,244 shares
   • Envestnet Portfolio Solutions, Inc.: 22,503 shares

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