ENVESTNET ASSET MANAGEMENT INC: HRB position timeline

ENVESTNET ASSET MANAGEMENT INC held 73,968 HRB 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 73,968 shares

   Change vs previous 13F +21,568 shares

   <0.01% of the 13F portfolio, value $2,816,690.

   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: 52,114 shares
   • Envestnet Portfolio Solutions, Inc.: 21,854 shares
2. period ended2026-03-31

   13F 52,400 shares

   Change vs previous 13F -17,372 shares

   <0.01% of the 13F portfolio, value $1,663,171.

   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: 29,784 shares
   • Envestnet Portfolio Solutions, Inc.: 22,616 shares

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

3. period ended2025-12-31

   13F 69,772 shares

   Change vs previous 13F -5,535 shares

   <0.01% of the 13F portfolio, value $3,040,668.

   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: 47,276 shares
   • Envestnet Portfolio Solutions, Inc.: 22,496 shares

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

4. period ended2025-09-30

   13F 75,307 shares

   Change vs previous 13F -564,538 shares

   <0.01% of the 13F portfolio, value $3,808,273.

   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: 53,120 shares
   • Envestnet Portfolio Solutions, Inc.: 22,187 shares

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

5. period ended2025-06-30

   13F 639,845 shares

   Change vs previous 13F -70,981 shares

   0.01% of the 13F portfolio, value $35,120,610.

   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: 615,826 shares
   • Envestnet Portfolio Solutions, Inc.: 24,019 shares

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

6. period ended2025-03-31

   13F 710,826 shares

   Change vs previous 13F +103,642 shares

   0.01% of the 13F portfolio, value $39,031,476.

   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: 703,672 shares
   • Envestnet Portfolio Solutions, Inc.: 7,154 shares

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

7. period ended2024-12-31

   13F 607,184 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $32,083,607.

   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: 597,699 shares
   • Envestnet Portfolio Solutions, Inc.: 9,485 shares

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