ENVESTNET ASSET MANAGEMENT INC: LOPE position timeline

ENVESTNET ASSET MANAGEMENT INC held 150,174 LOPE 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 150,174 shares

   Change vs previous 13F -8,041 shares

   0.01% of the 13F portfolio, value $21,491,402.

   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 158,215 shares

   Change vs previous 13F -17,422 shares

   0.01% of the 13F portfolio, value $26,901,297.

   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: 158,215 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

3. period ended2025-12-31

   13F 175,637 shares

   Change vs previous 13F -2,510 shares

   0.01% of the 13F portfolio, value $29,210,107.

   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: 173,389 shares
   • Envestnet Portfolio Solutions, Inc.: 2,248 shares

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

4. period ended2025-09-30

   13F 178,147 shares

   Change vs previous 13F -6,504 shares

   0.01% of the 13F portfolio, value $39,106,882.

   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: 175,904 shares
   • Envestnet Portfolio Solutions, Inc.: 2,243 shares

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

5. period ended2025-06-30

   13F 184,651 shares

   Change vs previous 13F -7,701 shares

   0.01% of the 13F portfolio, value $34,899,085.

   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: 180,471 shares
   • Envestnet Portfolio Solutions, Inc.: 4,180 shares

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

6. period ended2025-03-31

   13F 192,352 shares

   Change vs previous 13F -11,424 shares

   0.01% of the 13F portfolio, value $33,280,785.

   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: 186,954 shares
   • Envestnet Portfolio Solutions, Inc.: 5,398 shares

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

7. period ended2024-12-31

   13F 203,776 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $33,378,528.

   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: 197,165 shares
   • Envestnet Portfolio Solutions, Inc.: 6,611 shares

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