ENVESTNET ASSET MANAGEMENT INC: PFS position timeline

ENVESTNET ASSET MANAGEMENT INC held 54,844 PFS 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 54,844 shares

   Change vs previous 13F +1,349 shares

   <0.01% of the 13F portfolio, value $1,296,507.

   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: 34,138 shares
   • Envestnet Portfolio Solutions, Inc.: 20,706 shares
2. period ended2026-03-31

   13F 53,495 shares

   Change vs previous 13F -1,017 shares

   <0.01% of the 13F portfolio, value $1,131,951.

   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: 34,971 shares
   • Envestnet Portfolio Solutions, Inc.: 18,524 shares

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

3. period ended2025-12-31

   13F 54,512 shares

   Change vs previous 13F +1,201 shares

   <0.01% of the 13F portfolio, value $1,076,621.

   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: 34,143 shares
   • Envestnet Portfolio Solutions, Inc.: 20,369 shares

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

4. period ended2025-09-30

   13F 53,311 shares

   Change vs previous 13F -1,989 shares

   <0.01% of the 13F portfolio, value $1,027,846.

   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: 32,515 shares
   • Envestnet Portfolio Solutions, Inc.: 20,796 shares

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

5. period ended2025-06-30

   13F 55,300 shares

   Change vs previous 13F +19,185 shares

   <0.01% of the 13F portfolio, value $969,410.

   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: 33,885 shares
   • Envestnet Portfolio Solutions, Inc.: 21,415 shares

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

6. period ended2025-03-31

   13F 36,115 shares

   Change vs previous 13F -950 shares

   <0.01% of the 13F portfolio, value $620,097.

   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

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

7. period ended2024-12-31

   13F 37,065 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $699,421.

   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

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