ENVESTNET ASSET MANAGEMENT INC: IVZ position timeline

ENVESTNET ASSET MANAGEMENT INC held 98,776 IVZ 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 98,776 shares

   Change vs previous 13F +15,727 shares

   <0.01% of the 13F portfolio, value $2,606,686.

   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: 88,430 shares
   • Envestnet Portfolio Solutions, Inc.: 10,346 shares
2. period ended2026-03-31

   13F 83,049 shares

   Change vs previous 13F +16,919 shares

   <0.01% of the 13F portfolio, value $2,017,245.

   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: 74,019 shares
   • Envestnet Portfolio Solutions, Inc.: 9,030 shares

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

3. period ended2025-12-31

   13F 66,130 shares

   Change vs previous 13F +8,652 shares

   <0.01% of the 13F portfolio, value $1,737,235.

   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: 56,639 shares
   • Envestnet Portfolio Solutions, Inc.: 9,491 shares

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

4. period ended2025-09-30

   13F 57,478 shares

   Change vs previous 13F +24,075 shares

   <0.01% of the 13F portfolio, value $1,318,535.

   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: 39,731 shares
   • Envestnet Portfolio Solutions, Inc.: 17,747 shares

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

5. period ended2025-06-30

   13F 33,403 shares

   Change vs previous 13F +12,911 shares

   <0.01% of the 13F portfolio, value $526,774.

   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: 20,921 shares
   • Envestnet Portfolio Solutions, Inc.: 12,482 shares

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

6. period ended2025-03-31

   13F 20,492 shares

   Change vs previous 13F +8,066 shares

   <0.01% of the 13F portfolio, value $310,857.

   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 12,426 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $217,204.

   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).