ENVESTNET ASSET MANAGEMENT INC: SWX position timeline

ENVESTNET ASSET MANAGEMENT INC held 31,967 SWX 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 31,967 shares

   Change vs previous 13F -1,107 shares

   <0.01% of the 13F portfolio, value $2,834,841.

   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: 21,135 shares
   • Envestnet Portfolio Solutions, Inc.: 10,832 shares
2. period ended2026-03-31

   13F 33,074 shares

   Change vs previous 13F +2,668 shares

   <0.01% of the 13F portfolio, value $2,874,136.

   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: 22,067 shares
   • Envestnet Portfolio Solutions, Inc.: 11,007 shares

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

3. period ended2025-12-31

   13F 30,406 shares

   Change vs previous 13F -1,303 shares

   <0.01% of the 13F portfolio, value $2,433,126.

   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: 19,569 shares
   • Envestnet Portfolio Solutions, Inc.: 10,837 shares

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

4. period ended2025-09-30

   13F 31,709 shares

   Change vs previous 13F -1,798 shares

   <0.01% of the 13F portfolio, value $2,484,099.

   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: 21,004 shares
   • Envestnet Portfolio Solutions, Inc.: 10,705 shares

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

5. period ended2025-06-30

   13F 33,507 shares

   Change vs previous 13F +7,649 shares

   <0.01% of the 13F portfolio, value $2,492,571.

   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: 21,965 shares
   • Envestnet Portfolio Solutions, Inc.: 11,542 shares

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

6. period ended2025-03-31

   13F 25,858 shares

   Change vs previous 13F +1,167 shares

   <0.01% of the 13F portfolio, value $1,856,623.

   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: 22,688 shares
   • Envestnet Portfolio Solutions, Inc.: 3,170 shares

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

7. period ended2024-12-31

   13F 24,691 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $1,745,921.

   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: 21,446 shares
   • Envestnet Portfolio Solutions, Inc.: 3,245 shares

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