ENVESTNET ASSET MANAGEMENT INC: PBP position timeline

ENVESTNET ASSET MANAGEMENT INC held 140,548 PBP 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 140,548 shares

   Change vs previous 13F +4,036 shares

   <0.01% of the 13F portfolio, value $3,218,554.

   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: 124,231 shares
   • Envestnet Portfolio Solutions, Inc.: 16,317 shares
2. period ended2026-03-31

   13F 136,512 shares

   Change vs previous 13F +8,900 shares

   <0.01% of the 13F portfolio, value $3,001,890.

   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: 119,472 shares
   • Envestnet Portfolio Solutions, Inc.: 17,040 shares

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

3. period ended2025-12-31

   13F 127,612 shares

   Change vs previous 13F +5,234 shares

   <0.01% of the 13F portfolio, value $2,913,353.

   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: 115,189 shares
   • Envestnet Portfolio Solutions, Inc.: 12,423 shares

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

4. period ended2025-09-30

   13F 122,378 shares

   Change vs previous 13F +11,956 shares

   <0.01% of the 13F portfolio, value $2,706,996.

   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: 111,495 shares
   • Envestnet Portfolio Solutions, Inc.: 10,883 shares

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

5. period ended2025-06-30

   13F 110,422 shares

   Change vs previous 13F +41,995 shares

   <0.01% of the 13F portfolio, value $2,413,828.

   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: 100,421 shares
   • Envestnet Portfolio Solutions, Inc.: 10,001 shares

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

6. period ended2025-03-31

   13F 68,427 shares

   Change vs previous 13F +14,658 shares

   <0.01% of the 13F portfolio, value $1,517,016.

   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: 58,457 shares
   • Envestnet Portfolio Solutions, Inc.: 9,970 shares

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

7. period ended2024-12-31

   13F 53,769 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $1,267,345.

   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: 43,666 shares
   • Envestnet Portfolio Solutions, Inc.: 10,103 shares

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