ENVESTNET ASSET MANAGEMENT INC: REZ position timeline

ENVESTNET ASSET MANAGEMENT INC held 62,370 REZ 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 62,370 shares

   Change vs previous 13F +423 shares

   <0.01% of the 13F portfolio, value $5,905,693.

   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 61,947 shares

   Change vs previous 13F +6,663 shares

   <0.01% of the 13F portfolio, value $5,154,612.

   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: 61,947 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

3. period ended2025-12-31

   13F 55,284 shares

   Change vs previous 13F -34,009 shares

   <0.01% of the 13F portfolio, value $4,568,667.

   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: 46,458 shares
   • Envestnet Portfolio Solutions, Inc.: 8,826 shares

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

4. period ended2025-09-30

   13F 89,293 shares

   Change vs previous 13F -3,388 shares

   <0.01% of the 13F portfolio, value $7,587,250.

   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: 80,451 shares
   • Envestnet Portfolio Solutions, Inc.: 8,842 shares

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

5. period ended2025-06-30

   13F 92,681 shares

   Change vs previous 13F +2,367 shares

   <0.01% of the 13F portfolio, value $7,631,385.

   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: 85,460 shares
   • Envestnet Portfolio Solutions, Inc.: 7,221 shares

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

6. period ended2025-03-31

   13F 90,314 shares

   Change vs previous 13F -77,865 shares

   <0.01% of the 13F portfolio, value $7,804,911.

   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: 83,961 shares
   • Envestnet Portfolio Solutions, Inc.: 6,353 shares

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

7. period ended2024-12-31

   13F 168,179 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $13,625,829.

   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: 157,004 shares
   • Envestnet Portfolio Solutions, Inc.: 11,175 shares

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