ENVESTNET ASSET MANAGEMENT INC: SMMU position timeline

ENVESTNET ASSET MANAGEMENT INC held 133,932 SMMU 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 133,932 shares

   Change vs previous 13F +15,527 shares

   <0.01% of the 13F portfolio, value $6,763,564.

   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: 127,653 shares
   • Envestnet Portfolio Solutions, Inc.: 6,279 shares
2. period ended2026-03-31

   13F 118,405 shares

   Change vs previous 13F +19,485 shares

   <0.01% of the 13F portfolio, value $5,973,534.

   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: 113,164 shares
   • Envestnet Portfolio Solutions, Inc.: 5,241 shares

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

3. period ended2025-12-31

   13F 98,920 shares

   Change vs previous 13F +3,508 shares

   <0.01% of the 13F portfolio, value $4,988,531.

   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: 93,778 shares
   • Envestnet Portfolio Solutions, Inc.: 5,142 shares

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

4. period ended2025-09-30

   13F 95,412 shares

   Change vs previous 13F -114 shares

   <0.01% of the 13F portfolio, value $4,824,986.

   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: 90,270 shares
   • Envestnet Portfolio Solutions, Inc.: 5,142 shares

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

5. period ended2025-06-30

   13F 95,526 shares

   Change vs previous 13F +1,924 shares

   <0.01% of the 13F portfolio, value $4,792,558.

   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: 90,096 shares
   • Envestnet Portfolio Solutions, Inc.: 5,430 shares

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

6. period ended2025-03-31

   13F 93,602 shares

   Change vs previous 13F +2,430 shares

   <0.01% of the 13F portfolio, value $4,681,993.

   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: 87,285 shares
   • Envestnet Portfolio Solutions, Inc.: 6,317 shares

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

7. period ended2024-12-31

   13F 91,172 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $4,544,011.

   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: 84,119 shares
   • Envestnet Portfolio Solutions, Inc.: 7,053 shares

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