ENVESTNET ASSET MANAGEMENT INC: HYFI position timeline

ENVESTNET ASSET MANAGEMENT INC held 269,296 HYFI 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 269,296 shares

   Change vs previous 13F +2,791 shares

   <0.01% of the 13F portfolio, value $10,055,497.

   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 266,505 shares

   Change vs previous 13F +25,680 shares

   <0.01% of the 13F portfolio, value $9,911,304.

   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

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

3. period ended2025-12-31

   13F 240,825 shares

   Change vs previous 13F +29,558 shares

   <0.01% of the 13F portfolio, value $9,050,199.

   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

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

4. period ended2025-09-30

   13F 211,267 shares

   Change vs previous 13F +113,570 shares

   <0.01% of the 13F portfolio, value $8,018,518.

   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

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

5. period ended2025-06-30

   13F 97,697 shares

   Change vs previous 13F +17,950 shares

   <0.01% of the 13F portfolio, value $3,660,987.

   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: 97,697 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

6. period ended2025-03-31

   13F 79,747 shares

   Change vs previous 13F +7,940 shares

   <0.01% of the 13F portfolio, value $2,937,895.

   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: 69,705 shares
   • Envestnet Portfolio Solutions, Inc.: 10,042 shares

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

7. period ended2024-12-31

   13F 71,807 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $2,649,298.

   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: 61,651 shares
   • Envestnet Portfolio Solutions, Inc.: 10,156 shares

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