ENVESTNET ASSET MANAGEMENT INC: SHYM position timeline

ENVESTNET ASSET MANAGEMENT INC held 811,983 SHYM 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 811,983 shares

   Change vs previous 13F +163,795 shares

   <0.01% of the 13F portfolio, value $18,229,023.

   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: 762,198 shares
   • Envestnet Portfolio Solutions, Inc.: 49,785 shares
2. period ended2026-03-31

   13F 648,188 shares

   Change vs previous 13F +160,117 shares

   <0.01% of the 13F portfolio, value $14,273,094.

   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: 612,682 shares
   • Envestnet Portfolio Solutions, Inc.: 35,506 shares

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

3. period ended2025-12-31

   13F 488,071 shares

   Change vs previous 13F -364,705 shares

   <0.01% of the 13F portfolio, value $10,844,942.

   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: 462,105 shares
   • Envestnet Portfolio Solutions, Inc.: 25,966 shares

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

4. period ended2025-09-30

   13F 852,776 shares

   Change vs previous 13F +68,416 shares

   0.01% of the 13F portfolio, value $19,051,013.

   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: 834,083 shares
   • Envestnet Portfolio Solutions, Inc.: 18,693 shares

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

5. period ended2025-06-30

   13F 784,360 shares

   Change vs previous 13F +52,361 shares

   <0.01% of the 13F portfolio, value $17,499,092.

   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: 763,396 shares
   • Envestnet Portfolio Solutions, Inc.: 20,964 shares

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

6. period ended2025-03-31

   13F 731,999 shares

   Change vs previous 13F +338,778 shares

   <0.01% of the 13F portfolio, value $16,594,420.

   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: 708,868 shares
   • Envestnet Portfolio Solutions, Inc.: 23,131 shares

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

7. period ended2024-12-31

   13F 393,221 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $8,910,395.

   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: 372,867 shares
   • Envestnet Portfolio Solutions, Inc.: 20,354 shares

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