ENVESTNET ASSET MANAGEMENT INC: ORI position timeline

ENVESTNET ASSET MANAGEMENT INC held 281,978 ORI 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 281,978 shares

   Change vs previous 13F -34,438 shares

   <0.01% of the 13F portfolio, value $11,538,537.

   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: 251,358 shares
   • Envestnet Portfolio Solutions, Inc.: 30,620 shares
2. period ended2026-03-31

   13F 316,416 shares

   Change vs previous 13F -11,565 shares

   <0.01% of the 13F portfolio, value $12,625,017.

   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: 286,004 shares
   • Envestnet Portfolio Solutions, Inc.: 30,412 shares

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

3. period ended2025-12-31

   13F 327,981 shares

   Change vs previous 13F +60,982 shares

   <0.01% of the 13F portfolio, value $14,969,065.

   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: 295,521 shares
   • Envestnet Portfolio Solutions, Inc.: 32,460 shares

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

4. period ended2025-09-30

   13F 266,999 shares

   Change vs previous 13F -14,808 shares

   <0.01% of the 13F portfolio, value $11,339,453.

   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: 235,434 shares
   • Envestnet Portfolio Solutions, Inc.: 31,565 shares

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

5. period ended2025-06-30

   13F 281,807 shares

   Change vs previous 13F +26,975 shares

   <0.01% of the 13F portfolio, value $10,832,665.

   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: 246,045 shares
   • Envestnet Portfolio Solutions, Inc.: 35,762 shares

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

6. period ended2025-03-31

   13F 254,832 shares

   Change vs previous 13F +25,340 shares

   <0.01% of the 13F portfolio, value $9,994,530.

   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: 244,834 shares
   • Envestnet Portfolio Solutions, Inc.: 9,998 shares

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

7. period ended2024-12-31

   13F 229,492 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $8,305,338.

   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: 219,384 shares
   • Envestnet Portfolio Solutions, Inc.: 10,108 shares

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