ENVESTNET ASSET MANAGEMENT INC: INTA position timeline

ENVESTNET ASSET MANAGEMENT INC held 309,218 INTA 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 309,218 shares

   Change vs previous 13F -77,303 shares

   <0.01% of the 13F portfolio, value $7,795,384.

   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 386,521 shares

   Change vs previous 13F +24,938 shares

   <0.01% of the 13F portfolio, value $9,929,723.

   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 361,583 shares

   Change vs previous 13F +39,480 shares

   <0.01% of the 13F portfolio, value $16,567,730.

   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: 361,583 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

4. period ended2025-09-30

   13F 322,103 shares

   Change vs previous 13F +93,611 shares

   <0.01% of the 13F portfolio, value $13,174,013.

   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: 316,430 shares
   • Envestnet Portfolio Solutions, Inc.: 5,673 shares

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

5. period ended2025-06-30

   13F 228,492 shares

   Change vs previous 13F +178,700 shares

   <0.01% of the 13F portfolio, value $11,794,757.

   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: 223,635 shares
   • Envestnet Portfolio Solutions, Inc.: 4,857 shares

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

6. period ended2025-03-31

   13F 49,792 shares

   Change vs previous 13F -2,760 shares

   <0.01% of the 13F portfolio, value $2,906,857.

   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: 45,518 shares
   • Envestnet Portfolio Solutions, Inc.: 4,274 shares

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

7. period ended2024-12-31

   13F 52,552 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $3,368,057.

   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: 46,616 shares
   • Envestnet Portfolio Solutions, Inc.: 5,936 shares

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