ENVESTNET ASSET MANAGEMENT INC: SPHD position timeline

ENVESTNET ASSET MANAGEMENT INC held 284,883 SPHD 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 284,883 shares

   Change vs previous 13F -2,877 shares

   <0.01% of the 13F portfolio, value $14,483,471.

   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: 277,622 shares
   • Envestnet Portfolio Solutions, Inc.: 7,261 shares
2. period ended2026-03-31

   13F 287,760 shares

   Change vs previous 13F -570 shares

   <0.01% of the 13F portfolio, value $14,275,766.

   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: 281,342 shares
   • Envestnet Portfolio Solutions, Inc.: 6,418 shares

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

3. period ended2025-12-31

   13F 288,330 shares

   Change vs previous 13F -69,440 shares

   <0.01% of the 13F portfolio, value $13,839,852.

   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: 275,375 shares
   • Envestnet Portfolio Solutions, Inc.: 12,955 shares

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

4. period ended2025-09-30

   13F 357,770 shares

   Change vs previous 13F -25,743 shares

   <0.01% of the 13F portfolio, value $17,691,725.

   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: 345,212 shares
   • Envestnet Portfolio Solutions, Inc.: 12,558 shares

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

5. period ended2025-06-30

   13F 383,513 shares

   Change vs previous 13F +71,752 shares

   <0.01% of the 13F portfolio, value $18,197,026.

   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: 371,209 shares
   • Envestnet Portfolio Solutions, Inc.: 12,304 shares

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

6. period ended2025-03-31

   13F 311,761 shares

   Change vs previous 13F +15,367 shares

   <0.01% of the 13F portfolio, value $15,659,731.

   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: 304,324 shares
   • Envestnet Portfolio Solutions, Inc.: 7,437 shares

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

7. period ended2024-12-31

   13F 296,394 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $14,318,780.

   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: 288,294 shares
   • Envestnet Portfolio Solutions, Inc.: 8,100 shares

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