ENVESTNET ASSET MANAGEMENT INC: SM position timeline

ENVESTNET ASSET MANAGEMENT INC held 155,231 SM 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 155,231 shares

   Change vs previous 13F -349,950 shares

   <0.01% of the 13F portfolio, value $4,051,523.

   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: 114,556 shares
   • Envestnet Portfolio Solutions, Inc.: 40,675 shares
2. period ended2026-03-31

   13F 505,181 shares

   Change vs previous 13F +105,877 shares

   <0.01% of the 13F portfolio, value $15,751,545.

   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: 465,495 shares
   • Envestnet Portfolio Solutions, Inc.: 39,686 shares

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

3. period ended2025-12-31

   13F 399,304 shares

   Change vs previous 13F -193,636 shares

   <0.01% of the 13F portfolio, value $7,466,993.

   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

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

4. period ended2025-09-30

   13F 592,940 shares

   Change vs previous 13F +29,628 shares

   <0.01% of the 13F portfolio, value $14,805,711.

   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

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

5. period ended2025-06-30

   13F 563,312 shares

   Change vs previous 13F +63,458 shares

   <0.01% of the 13F portfolio, value $13,919,446.

   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

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

6. period ended2025-03-31

   13F 499,854 shares

   Change vs previous 13F -57,321 shares

   <0.01% of the 13F portfolio, value $14,970,633.

   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: 499,854 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

7. period ended2024-12-31

   13F 557,175 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $21,596,103.

   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: 544,961 shares
   • Envestnet Portfolio Solutions, Inc.: 12,214 shares

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