ENVESTNET ASSET MANAGEMENT INC: KBWB position timeline

ENVESTNET ASSET MANAGEMENT INC held 239,006 KBWB 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 239,006 shares

   Change vs previous 13F +132,221 shares

   <0.01% of the 13F portfolio, value $22,222,751.

   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: 194,141 shares
   • Envestnet Portfolio Solutions, Inc.: 44,865 shares
2. period ended2026-03-31

   13F 106,785 shares

   Change vs previous 13F -121,091 shares

   <0.01% of the 13F portfolio, value $8,448,837.

   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: 100,905 shares
   • Envestnet Portfolio Solutions, Inc.: 5,880 shares

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

3. period ended2025-12-31

   13F 227,876 shares

   Change vs previous 13F +11,549 shares

   0.01% of the 13F portfolio, value $19,207,680.

   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: 176,423 shares
   • Envestnet Portfolio Solutions, Inc.: 51,453 shares

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

4. period ended2025-09-30

   13F 216,327 shares

   Change vs previous 13F -79,250 shares

   <0.01% of the 13F portfolio, value $16,918,914.

   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: 172,811 shares
   • Envestnet Portfolio Solutions, Inc.: 43,516 shares

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

5. period ended2025-06-30

   13F 295,577 shares

   Change vs previous 13F +125,403 shares

   0.01% of the 13F portfolio, value $21,169,259.

   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: 240,411 shares
   • Envestnet Portfolio Solutions, Inc.: 55,166 shares

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

6. period ended2025-03-31

   13F 170,174 shares

   Change vs previous 13F +66,480 shares

   <0.01% of the 13F portfolio, value $10,681,825.

   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: 146,520 shares
   • Envestnet Portfolio Solutions, Inc.: 23,654 shares

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

7. period ended2024-12-31

   13F 103,694 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $6,776,359.

   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: 89,442 shares
   • Envestnet Portfolio Solutions, Inc.: 14,252 shares

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