ENVESTNET ASSET MANAGEMENT INC: PBI position timeline

ENVESTNET ASSET MANAGEMENT INC held 176,237 PBI 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 176,237 shares

   Change vs previous 13F -8,970 shares

   <0.01% of the 13F portfolio, value $3,087,665.

   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: 115,782 shares
   • Envestnet Portfolio Solutions, Inc.: 60,455 shares
2. period ended2026-03-31

   13F 185,207 shares

   Change vs previous 13F -30,868 shares

   <0.01% of the 13F portfolio, value $2,046,533.

   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: 125,973 shares
   • Envestnet Portfolio Solutions, Inc.: 59,234 shares

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

3. period ended2025-12-31

   13F 216,075 shares

   Change vs previous 13F -421 shares

   <0.01% of the 13F portfolio, value $2,283,916.

   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: 151,669 shares
   • Envestnet Portfolio Solutions, Inc.: 64,406 shares

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

4. period ended2025-09-30

   13F 216,496 shares

   Change vs previous 13F -19,720 shares

   <0.01% of the 13F portfolio, value $2,470,221.

   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: 151,563 shares
   • Envestnet Portfolio Solutions, Inc.: 64,933 shares

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

5. period ended2025-06-30

   13F 236,216 shares

   Change vs previous 13F -3,499 shares

   <0.01% of the 13F portfolio, value $2,577,119.

   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: 158,016 shares
   • Envestnet Portfolio Solutions, Inc.: 78,200 shares

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

6. period ended2025-03-31

   13F 239,715 shares

   Change vs previous 13F -158,971 shares

   <0.01% of the 13F portfolio, value $2,169,424.

   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: 214,032 shares
   • Envestnet Portfolio Solutions, Inc.: 25,683 shares

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

7. period ended2024-12-31

   13F 398,686 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $2,886,486.

   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: 380,686 shares
   • Envestnet Portfolio Solutions, Inc.: 18,000 shares

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