ENVESTNET ASSET MANAGEMENT INC: HR position timeline

ENVESTNET ASSET MANAGEMENT INC held 1,190,084 HR 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 1,190,084 shares

   Change vs previous 13F +92,102 shares

   0.01% of the 13F portfolio, value $24,003,990.

   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 1,097,982 shares

   Change vs previous 13F +49,564 shares

   <0.01% of the 13F portfolio, value $18,654,709.

   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: 1,097,982 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

3. period ended2025-12-31

   13F 1,048,418 shares

   Change vs previous 13F +37,604 shares

   <0.01% of the 13F portfolio, value $17,770,685.

   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: 1,038,394 shares
   • Envestnet Portfolio Solutions, Inc.: 10,024 shares

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

4. period ended2025-09-30

   13F 1,010,814 shares

   Change vs previous 13F +22,325 shares

   <0.01% of the 13F portfolio, value $18,224,969.

   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: 998,965 shares
   • Envestnet Portfolio Solutions, Inc.: 11,849 shares

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

5. period ended2025-06-30

   13F 988,489 shares

   Change vs previous 13F +191,412 shares

   <0.01% of the 13F portfolio, value $15,677,428.

   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: 974,180 shares
   • Envestnet Portfolio Solutions, Inc.: 14,309 shares

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

6. period ended2025-03-31

   13F 797,077 shares

   Change vs previous 13F -138,287 shares

   <0.01% of the 13F portfolio, value $13,470,615.

   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: 777,490 shares
   • Envestnet Portfolio Solutions, Inc.: 19,587 shares

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

7. period ended2024-12-31

   13F 935,364 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $15,854,421.

   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: 907,539 shares
   • Envestnet Portfolio Solutions, Inc.: 27,825 shares

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