ENVESTNET ASSET MANAGEMENT INC: IRM position timeline

ENVESTNET ASSET MANAGEMENT INC held 206,902 IRM 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 206,902 shares

   Change vs previous 13F -20,521 shares

   0.01% of the 13F portfolio, value $26,132,912.

   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: 204,397 shares
   • Envestnet Portfolio Solutions, Inc.: 2,505 shares
2. period ended2026-03-31

   13F 227,423 shares

   Change vs previous 13F +66,734 shares

   0.01% of the 13F portfolio, value $23,228,940.

   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: 224,847 shares
   • Envestnet Portfolio Solutions, Inc.: 2,576 shares

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

3. period ended2025-12-31

   13F 160,689 shares

   Change vs previous 13F -45,411 shares

   <0.01% of the 13F portfolio, value $13,329,155.

   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: 156,782 shares
   • Envestnet Portfolio Solutions, Inc.: 3,907 shares

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

4. period ended2025-09-30

   13F 206,100 shares

   Change vs previous 13F -6,070 shares

   0.01% of the 13F portfolio, value $21,009,900.

   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: 201,212 shares
   • Envestnet Portfolio Solutions, Inc.: 4,888 shares

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

5. period ended2025-06-30

   13F 212,170 shares

   Change vs previous 13F -11,147 shares

   0.01% of the 13F portfolio, value $21,762,296.

   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: 204,027 shares
   • Envestnet Portfolio Solutions, Inc.: 8,143 shares

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

6. period ended2025-03-31

   13F 223,317 shares

   Change vs previous 13F -34,979 shares

   0.01% of the 13F portfolio, value $19,214,221.

   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: 213,899 shares
   • Envestnet Portfolio Solutions, Inc.: 9,418 shares

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

7. period ended2024-12-31

   13F 258,296 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $27,149,573.

   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: 245,463 shares
   • Envestnet Portfolio Solutions, Inc.: 12,833 shares

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