ENVESTNET ASSET MANAGEMENT INC: NPO position timeline

ENVESTNET ASSET MANAGEMENT INC held 72,141 NPO 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 72,141 shares

   Change vs previous 13F +735 shares

   0.01% of the 13F portfolio, value $27,192,171.

   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: 69,609 shares
   • Envestnet Portfolio Solutions, Inc.: 2,532 shares
2. period ended2026-03-31

   13F 71,406 shares

   Change vs previous 13F +8,869 shares

   <0.01% of the 13F portfolio, value $17,897,901.

   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: 68,341 shares
   • Envestnet Portfolio Solutions, Inc.: 3,065 shares

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

3. period ended2025-12-31

   13F 62,537 shares

   Change vs previous 13F -13,160 shares

   <0.01% of the 13F portfolio, value $13,391,086.

   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: 58,863 shares
   • Envestnet Portfolio Solutions, Inc.: 3,674 shares

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

4. period ended2025-09-30

   13F 75,697 shares

   Change vs previous 13F -3,349 shares

   <0.01% of the 13F portfolio, value $17,107,595.

   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: 71,826 shares
   • Envestnet Portfolio Solutions, Inc.: 3,871 shares

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

5. period ended2025-06-30

   13F 79,046 shares

   Change vs previous 13F +14,253 shares

   <0.01% of the 13F portfolio, value $15,141,209.

   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: 75,093 shares
   • Envestnet Portfolio Solutions, Inc.: 3,953 shares

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

6. period ended2025-03-31

   13F 64,793 shares

   Change vs previous 13F -842 shares

   <0.01% of the 13F portfolio, value $10,482,820.

   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: 62,008 shares
   • Envestnet Portfolio Solutions, Inc.: 2,785 shares

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

7. period ended2024-12-31

   13F 65,635 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $11,318,828.

   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: 62,158 shares
   • Envestnet Portfolio Solutions, Inc.: 3,477 shares

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