ENVESTNET ASSET MANAGEMENT INC: SFM position timeline

ENVESTNET ASSET MANAGEMENT INC held 88,298 SFM 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 88,298 shares

   Change vs previous 13F +2,993 shares

   <0.01% of the 13F portfolio, value $7,468,265.

   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: 78,731 shares
   • Envestnet Portfolio Solutions, Inc.: 9,567 shares
2. period ended2026-03-31

   13F 85,305 shares

   Change vs previous 13F +22,982 shares

   <0.01% of the 13F portfolio, value $6,579,596.

   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: 74,536 shares
   • Envestnet Portfolio Solutions, Inc.: 10,769 shares

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

3. period ended2025-12-31

   13F 62,323 shares

   Change vs previous 13F -67,852 shares

   <0.01% of the 13F portfolio, value $4,965,272.

   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: 50,781 shares
   • Envestnet Portfolio Solutions, Inc.: 11,542 shares

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

4. period ended2025-09-30

   13F 130,175 shares

   Change vs previous 13F -24,942 shares

   <0.01% of the 13F portfolio, value $14,163,080.

   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: 118,455 shares
   • Envestnet Portfolio Solutions, Inc.: 11,720 shares

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

5. period ended2025-06-30

   13F 155,117 shares

   Change vs previous 13F -8,490 shares

   0.01% of the 13F portfolio, value $25,538,472.

   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: 142,127 shares
   • Envestnet Portfolio Solutions, Inc.: 12,990 shares

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

6. period ended2025-03-31

   13F 163,607 shares

   Change vs previous 13F -13,311 shares

   0.01% of the 13F portfolio, value $24,972,936.

   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: 158,467 shares
   • Envestnet Portfolio Solutions, Inc.: 5,140 shares

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

7. period ended2024-12-31

   13F 176,918 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $22,480,970.

   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: 169,614 shares
   • Envestnet Portfolio Solutions, Inc.: 7,304 shares

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