ENVESTNET ASSET MANAGEMENT INC: TAK position timeline

ENVESTNET ASSET MANAGEMENT INC held 1,611,171 TAK 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 1,611,171 shares

   Change vs previous 13F +184,701 shares

   0.01% of the 13F portfolio, value $25,826,104.

   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: 1,598,174 shares
   • Envestnet Portfolio Solutions, Inc.: 12,997 shares
2. period ended2026-03-31

   13F 1,426,470 shares

   Change vs previous 13F +378,439 shares

   0.01% of the 13F portfolio, value $26,418,224.

   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: 1,411,927 shares
   • Envestnet Portfolio Solutions, Inc.: 14,543 shares

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

3. period ended2025-12-31

   13F 1,048,031 shares

   Change vs previous 13F +162,897 shares

   <0.01% of the 13F portfolio, value $16,338,799.

   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: 1,020,644 shares
   • Envestnet Portfolio Solutions, Inc.: 27,387 shares

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

4. period ended2025-09-30

   13F 885,134 shares

   Change vs previous 13F -9,852 shares

   <0.01% of the 13F portfolio, value $12,958,361.

   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: 866,614 shares
   • Envestnet Portfolio Solutions, Inc.: 18,520 shares

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

5. period ended2025-06-30

   13F 894,986 shares

   Change vs previous 13F -7,899 shares

   <0.01% of the 13F portfolio, value $13,836,488.

   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: 879,874 shares
   • Envestnet Portfolio Solutions, Inc.: 15,112 shares

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

6. period ended2025-03-31

   13F 902,885 shares

   Change vs previous 13F -105,409 shares

   <0.01% of the 13F portfolio, value $13,425,899.

   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: 891,183 shares
   • Envestnet Portfolio Solutions, Inc.: 11,702 shares

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

7. period ended2024-12-31

   13F 1,008,294 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $13,349,820.

   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: 984,678 shares
   • Envestnet Portfolio Solutions, Inc.: 23,616 shares

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