ENVESTNET ASSET MANAGEMENT INC: SON position timeline

ENVESTNET ASSET MANAGEMENT INC held 368,435 SON 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 368,435 shares

   Change vs previous 13F +223,045 shares

   <0.01% of the 13F portfolio, value $20,761,331.

   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: 349,490 shares
   • Envestnet Portfolio Solutions, Inc.: 18,945 shares
2. period ended2026-03-31

   13F 145,390 shares

   Change vs previous 13F +23,238 shares

   <0.01% of the 13F portfolio, value $7,864,130.

   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: 126,617 shares
   • Envestnet Portfolio Solutions, Inc.: 18,773 shares

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

3. period ended2025-12-31

   13F 122,152 shares

   Change vs previous 13F +16,734 shares

   <0.01% of the 13F portfolio, value $5,330,715.

   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: 102,292 shares
   • Envestnet Portfolio Solutions, Inc.: 19,860 shares

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

4. period ended2025-09-30

   13F 105,418 shares

   Change vs previous 13F -2,232 shares

   <0.01% of the 13F portfolio, value $4,542,449.

   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 107,650 shares

   Change vs previous 13F +1,778 shares

   <0.01% of the 13F portfolio, value $4,689,223.

   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 105,872 shares

   Change vs previous 13F +275 shares

   <0.01% of the 13F portfolio, value $5,001,369.

   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: 105,872 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

7. period ended2024-12-31

   13F 105,597 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $5,158,404.

   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: 101,370 shares
   • Envestnet Portfolio Solutions, Inc.: 4,227 shares

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