ENVESTNET ASSET MANAGEMENT INC: PR position timeline

ENVESTNET ASSET MANAGEMENT INC held 554,203 PR 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 554,203 shares

   Change vs previous 13F +58,620 shares

   <0.01% of the 13F portfolio, value $10,202,517.

   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

2. period ended2026-03-31

   13F 495,583 shares

   Change vs previous 13F +94,915 shares

   <0.01% of the 13F portfolio, value $10,565,821.

   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

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

3. period ended2025-12-31

   13F 400,668 shares

   Change vs previous 13F -422,725 shares

   <0.01% of the 13F portfolio, value $5,621,378.

   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: 400,668 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

4. period ended2025-09-30

   13F 823,393 shares

   Change vs previous 13F -74,694 shares

   <0.01% of the 13F portfolio, value $10,539,423.

   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: 813,375 shares
   • Envestnet Portfolio Solutions, Inc.: 10,018 shares

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

5. period ended2025-06-30

   13F 898,087 shares

   Change vs previous 13F +39,280 shares

   <0.01% of the 13F portfolio, value $12,231,951.

   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: 898,087 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

6. period ended2025-03-31

   13F 858,807 shares

   Change vs previous 13F +189,455 shares

   <0.01% of the 13F portfolio, value $11,894,465.

   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: 843,407 shares
   • Envestnet Portfolio Solutions, Inc.: 15,400 shares

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

7. period ended2024-12-31

   13F 669,352 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $9,625,271.

   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: 649,708 shares
   • Envestnet Portfolio Solutions, Inc.: 19,644 shares

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