ENVESTNET ASSET MANAGEMENT INC: FWRD position timeline

ENVESTNET ASSET MANAGEMENT INC held 25,807 FWRD 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 25,807 shares

   Change vs previous 13F +284 shares

   <0.01% of the 13F portfolio, value $348,653.

   13F-HR/A 0001214659-26-011902 filed by Envestnet Portfolio Solutions, Inc.
   Accepted 2026-09-23 19:09:09 UTC, ingested 2026-10-08 03:34:41 UTC

2. period ended2026-03-31

   13F 25,523 shares

   Change vs previous 13F -187 shares

   <0.01% of the 13F portfolio, value $426,489.

   13F-HR 0001214659-26-005209 filed by Envestnet Portfolio Solutions, Inc.
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 25,710 shares

   Change vs previous 13F +202 shares

   <0.01% of the 13F portfolio, value $642,750.

   13F-HR 0001214659-26-001251 filed by Envestnet Portfolio Solutions, Inc.
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 25,508 shares

   Change vs previous 13F +10,945 shares

   <0.01% of the 13F portfolio, value $654,025.

   13F-HR 0001214659-25-015609 filed by Envestnet Portfolio Solutions, Inc.
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 14,563 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $357,376.

   13F-HR 0001214659-25-010928 filed by Envestnet Portfolio Solutions, Inc.
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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