ENVESTNET ASSET MANAGEMENT INC: SMB position timeline

ENVESTNET ASSET MANAGEMENT INC held 86,021 SMB 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 86,021 shares

   Change vs previous 13F -6,866 shares

   <0.01% of the 13F portfolio, value $1,492,457.

   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: 64,434 shares
   • Envestnet Portfolio Solutions, Inc.: 21,587 shares
2. period ended2026-03-31

   13F 92,887 shares

   Change vs previous 13F +1,601 shares

   <0.01% of the 13F portfolio, value $1,606,942.

   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: 66,408 shares
   • Envestnet Portfolio Solutions, Inc.: 26,479 shares

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

3. period ended2025-12-31

   13F 91,286 shares

   Change vs previous 13F +42,769 shares

   <0.01% of the 13F portfolio, value $1,589,296.

   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: 63,555 shares
   • Envestnet Portfolio Solutions, Inc.: 27,731 shares

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

4. period ended2025-09-30

   13F 48,517 shares

   Change vs previous 13F -4,572 shares

   <0.01% of the 13F portfolio, value $845,169.

   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 53,089 shares

   Change vs previous 13F -43,355 shares

   <0.01% of the 13F portfolio, value $916,324.

   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 96,444 shares

   Change vs previous 13F -5,100 shares

   <0.01% of the 13F portfolio, value $1,652,565.

   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

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

7. period ended2024-12-31

   13F 101,544 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $1,735,389.

   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

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