ENVESTNET ASSET MANAGEMENT INC: SOFI position timeline

ENVESTNET ASSET MANAGEMENT INC held 235,325 SOFI 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 235,325 shares

   Change vs previous 13F +64,378 shares

   <0.01% of the 13F portfolio, value $4,218,807.

   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 170,947 shares

   Change vs previous 13F -66,350 shares

   <0.01% of the 13F portfolio, value $2,714,633.

   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: 170,947 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

3. period ended2025-12-31

   13F 237,297 shares

   Change vs previous 13F +36,146 shares

   <0.01% of the 13F portfolio, value $6,212,439.

   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: 224,586 shares
   • Envestnet Portfolio Solutions, Inc.: 12,711 shares

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

4. period ended2025-09-30

   13F 201,151 shares

   Change vs previous 13F +110,480 shares

   <0.01% of the 13F portfolio, value $5,314,403.

   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: 188,353 shares
   • Envestnet Portfolio Solutions, Inc.: 12,798 shares

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

5. period ended2025-06-30

   13F 90,671 shares

   Change vs previous 13F +3,195 shares

   <0.01% of the 13F portfolio, value $1,651,124.

   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: 74,223 shares
   • Envestnet Portfolio Solutions, Inc.: 16,448 shares

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

6. period ended2025-03-31

   13F 87,476 shares

   Change vs previous 13F -64,660 shares

   <0.01% of the 13F portfolio, value $1,017,343.

   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: 69,718 shares
   • Envestnet Portfolio Solutions, Inc.: 17,758 shares

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

7. period ended2024-12-31

   13F 152,136 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $2,342,897.

   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: 129,394 shares
   • Envestnet Portfolio Solutions, Inc.: 22,742 shares

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