ENVESTNET ASSET MANAGEMENT INC: SMG position timeline

ENVESTNET ASSET MANAGEMENT INC held 585,624 SMG 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 585,624 shares

   Change vs previous 13F +191,544 shares

   0.01% of the 13F portfolio, value $39,886,822.

   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 394,080 shares

   Change vs previous 13F +52,954 shares

   0.01% of the 13F portfolio, value $23,964,027.

   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: 394,080 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

3. period ended2025-12-31

   13F 341,126 shares

   Change vs previous 13F -85,635 shares

   0.01% of the 13F portfolio, value $19,904,693.

   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: 337,561 shares
   • Envestnet Portfolio Solutions, Inc.: 3,565 shares

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

4. period ended2025-09-30

   13F 426,761 shares

   Change vs previous 13F -6,684 shares

   0.01% of the 13F portfolio, value $24,304,000.

   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: 421,895 shares
   • Envestnet Portfolio Solutions, Inc.: 4,866 shares

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

5. period ended2025-06-30

   13F 433,445 shares

   Change vs previous 13F -222,210 shares

   0.01% of the 13F portfolio, value $28,590,075.

   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: 428,100 shares
   • Envestnet Portfolio Solutions, Inc.: 5,345 shares

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

6. period ended2025-03-31

   13F 655,655 shares

   Change vs previous 13F -21,738 shares

   0.01% of the 13F portfolio, value $35,988,906.

   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: 645,842 shares
   • Envestnet Portfolio Solutions, Inc.: 9,813 shares

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

7. period ended2024-12-31

   13F 677,393 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $44,938,231.

   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: 661,072 shares
   • Envestnet Portfolio Solutions, Inc.: 16,321 shares

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