ENVESTNET ASSET MANAGEMENT INC: IVE position timeline

ENVESTNET ASSET MANAGEMENT INC held 25,077,773 IVE 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 25,077,773 shares

   Change vs previous 13F -4,800,274 shares

   1.28% of the 13F portfolio, value $5,694,156,436.

   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: 23,349,327 shares
   • Envestnet Portfolio Solutions, Inc.: 1,728,446 shares
2. period ended2026-03-31

   13F 29,878,047 shares

   Change vs previous 13F -1,055,604 shares

   1.61% of the 13F portfolio, value $6,308,749,711.

   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: 27,729,455 shares
   • Envestnet Portfolio Solutions, Inc.: 2,148,592 shares

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

3. period ended2025-12-31

   13F 30,933,651 shares

   Change vs previous 13F +7,088,786 shares

   1.79% of the 13F portfolio, value $6,560,099,270.

   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: 28,393,408 shares
   • Envestnet Portfolio Solutions, Inc.: 2,540,243 shares

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

4. period ended2025-09-30

   13F 23,844,865 shares

   Change vs previous 13F +1,145,713 shares

   1.31% of the 13F portfolio, value $4,924,202,984.

   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: 22,121,389 shares
   • Envestnet Portfolio Solutions, Inc.: 1,723,476 shares

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

5. period ended2025-06-30

   13F 22,699,152 shares

   Change vs previous 13F +2,366,478 shares

   1.2% of the 13F portfolio, value $4,435,868,154.

   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: 20,983,503 shares
   • Envestnet Portfolio Solutions, Inc.: 1,715,649 shares

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

6. period ended2025-03-31

   13F 20,332,674 shares

   Change vs previous 13F +5,368,932 shares

   1.15% of the 13F portfolio, value $3,875,000,914.

   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: 18,643,646 shares
   • Envestnet Portfolio Solutions, Inc.: 1,689,028 shares

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

7. period ended2024-12-31

   13F 14,963,742 shares

   Change vs previous 13F not available

   0.83% of the 13F portfolio, value $2,856,279,020.

   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: 13,435,769 shares
   • Envestnet Portfolio Solutions, Inc.: 1,527,973 shares

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