ENVESTNET ASSET MANAGEMENT INC: REG position timeline

ENVESTNET ASSET MANAGEMENT INC held 95,127 REG 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 95,127 shares

   Change vs previous 13F +6,874 shares

   <0.01% of the 13F portfolio, value $7,585,363.

   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: 91,667 shares
   • Envestnet Portfolio Solutions, Inc.: 3,460 shares
2. period ended2026-03-31

   13F 88,253 shares

   Change vs previous 13F +16,781 shares

   <0.01% of the 13F portfolio, value $6,677,195.

   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: 85,220 shares
   • Envestnet Portfolio Solutions, Inc.: 3,033 shares

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

3. period ended2025-12-31

   13F 71,472 shares

   Change vs previous 13F -27,931 shares

   <0.01% of the 13F portfolio, value $4,933,737.

   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: 66,856 shares
   • Envestnet Portfolio Solutions, Inc.: 4,616 shares

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

4. period ended2025-09-30

   13F 99,403 shares

   Change vs previous 13F -19,010 shares

   <0.01% of the 13F portfolio, value $7,246,520.

   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: 95,376 shares
   • Envestnet Portfolio Solutions, Inc.: 4,027 shares

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

5. period ended2025-06-30

   13F 118,413 shares

   Change vs previous 13F -5,673 shares

   <0.01% of the 13F portfolio, value $8,434,583.

   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: 114,824 shares
   • Envestnet Portfolio Solutions, Inc.: 3,589 shares

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

6. period ended2025-03-31

   13F 124,086 shares

   Change vs previous 13F +3,504 shares

   <0.01% of the 13F portfolio, value $9,152,544.

   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: 120,960 shares
   • Envestnet Portfolio Solutions, Inc.: 3,126 shares

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

7. period ended2024-12-31

   13F 120,582 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $8,914,650.

   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: 117,187 shares
   • Envestnet Portfolio Solutions, Inc.: 3,395 shares

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