ENVESTNET ASSET MANAGEMENT INC: IWC position timeline

ENVESTNET ASSET MANAGEMENT INC held 57,960 IWC 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 57,960 shares

   Change vs previous 13F +1,253 shares

   <0.01% of the 13F portfolio, value $11,594,226.

   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 56,707 shares

   Change vs previous 13F -1,704 shares

   <0.01% of the 13F portfolio, value $9,051,039.

   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

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

3. period ended2025-12-31

   13F 58,411 shares

   Change vs previous 13F -446 shares

   <0.01% of the 13F portfolio, value $9,211,392.

   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

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

4. period ended2025-09-30

   13F 58,857 shares

   Change vs previous 13F +1,660 shares

   <0.01% of the 13F portfolio, value $8,775,018.

   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

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

5. period ended2025-06-30

   13F 57,197 shares

   Change vs previous 13F -6,887 shares

   <0.01% of the 13F portfolio, value $7,301,764.

   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: 57,197 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

6. period ended2025-03-31

   13F 64,084 shares

   Change vs previous 13F -18,594 shares

   <0.01% of the 13F portfolio, value $7,107,596.

   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: 62,121 shares
   • Envestnet Portfolio Solutions, Inc.: 1,963 shares

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

7. period ended2024-12-31

   13F 82,678 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $10,779,469.

   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: 76,726 shares
   • Envestnet Portfolio Solutions, Inc.: 5,952 shares

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