ENVESTNET ASSET MANAGEMENT INC: INVH position timeline

ENVESTNET ASSET MANAGEMENT INC held 427,974 INVH 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 427,974 shares

   Change vs previous 13F +205,213 shares

   <0.01% of the 13F portfolio, value $12,929,088.

   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 222,761 shares

   Change vs previous 13F -156,502 shares

   <0.01% of the 13F portfolio, value $5,535,615.

   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 379,263 shares

   Change vs previous 13F -121,942 shares

   <0.01% of the 13F portfolio, value $10,539,711.

   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 501,205 shares

   Change vs previous 13F +1,420 shares

   <0.01% of the 13F portfolio, value $14,700,351.

   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: 501,205 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

5. period ended2025-06-30

   13F 499,785 shares

   Change vs previous 13F -62,206 shares

   <0.01% of the 13F portfolio, value $16,392,953.

   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: 492,980 shares
   • Envestnet Portfolio Solutions, Inc.: 6,805 shares

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

6. period ended2025-03-31

   13F 561,991 shares

   Change vs previous 13F -32,172 shares

   0.01% of the 13F portfolio, value $19,585,396.

   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: 551,527 shares
   • Envestnet Portfolio Solutions, Inc.: 10,464 shares

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

7. period ended2024-12-31

   13F 594,163 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $18,995,390.

   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: 574,803 shares
   • Envestnet Portfolio Solutions, Inc.: 19,360 shares

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