ENVESTNET ASSET MANAGEMENT INC: IP position timeline

ENVESTNET ASSET MANAGEMENT INC held 238,370 IP 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 238,370 shares

   Change vs previous 13F -136,560 shares

   <0.01% of the 13F portfolio, value $9,081,546.

   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 374,930 shares

   Change vs previous 13F +26,122 shares

   <0.01% of the 13F portfolio, value $13,384,985.

   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: 374,930 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

3. period ended2025-12-31

   13F 348,808 shares

   Change vs previous 13F -42,486 shares

   <0.01% of the 13F portfolio, value $13,739,511.

   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: 341,540 shares
   • Envestnet Portfolio Solutions, Inc.: 7,268 shares

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

4. period ended2025-09-30

   13F 391,294 shares

   Change vs previous 13F +52,765 shares

   <0.01% of the 13F portfolio, value $18,156,019.

   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: 383,850 shares
   • Envestnet Portfolio Solutions, Inc.: 7,444 shares

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

5. period ended2025-06-30

   13F 338,529 shares

   Change vs previous 13F +24,958 shares

   <0.01% of the 13F portfolio, value $15,853,318.

   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: 328,686 shares
   • Envestnet Portfolio Solutions, Inc.: 9,843 shares

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

6. period ended2025-03-31

   13F 313,571 shares

   Change vs previous 13F +82,820 shares

   <0.01% of the 13F portfolio, value $16,729,017.

   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: 301,963 shares
   • Envestnet Portfolio Solutions, Inc.: 11,608 shares

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

7. period ended2024-12-31

   13F 230,751 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $12,418,982.

   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: 211,197 shares
   • Envestnet Portfolio Solutions, Inc.: 19,554 shares

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