ENVESTNET ASSET MANAGEMENT INC: IVVM position timeline

ENVESTNET ASSET MANAGEMENT INC held 794,890 IVVM 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 794,890 shares

   Change vs previous 13F -95,129 shares

   0.01% of the 13F portfolio, value $29,373,567.

   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: 724,237 shares
   • Envestnet Portfolio Solutions, Inc.: 70,653 shares
2. period ended2026-03-31

   13F 890,019 shares

   Change vs previous 13F +72,630 shares

   0.01% of the 13F portfolio, value $30,358,561.

   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: 831,026 shares
   • Envestnet Portfolio Solutions, Inc.: 58,993 shares

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

3. period ended2025-12-31

   13F 817,389 shares

   Change vs previous 13F +169,824 shares

   0.01% of the 13F portfolio, value $28,436,977.

   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: 770,145 shares
   • Envestnet Portfolio Solutions, Inc.: 47,244 shares

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

4. period ended2025-09-30

   13F 647,565 shares

   Change vs previous 13F +156,155 shares

   0.01% of the 13F portfolio, value $22,146,737.

   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: 606,284 shares
   • Envestnet Portfolio Solutions, Inc.: 41,281 shares

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

5. period ended2025-06-30

   13F 491,410 shares

   Change vs previous 13F +104,154 shares

   <0.01% of the 13F portfolio, value $15,906,936.

   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: 464,422 shares
   • Envestnet Portfolio Solutions, Inc.: 26,988 shares

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

6. period ended2025-03-31

   13F 387,256 shares

   Change vs previous 13F +211,161 shares

   <0.01% of the 13F portfolio, value $11,836,512.

   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

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

7. period ended2024-12-31

   13F 176,095 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $5,399,443.

   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

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