ENVESTNET ASSET MANAGEMENT INC: WAFD position timeline

ENVESTNET ASSET MANAGEMENT INC held 143,596 WAFD 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 143,596 shares

   Change vs previous 13F -1,353 shares

   <0.01% of the 13F portfolio, value $5,509,795.

   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: 135,165 shares
   • Envestnet Portfolio Solutions, Inc.: 8,431 shares
2. period ended2026-03-31

   13F 144,949 shares

   Change vs previous 13F +3,787 shares

   <0.01% of the 13F portfolio, value $4,551,405.

   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: 135,202 shares
   • Envestnet Portfolio Solutions, Inc.: 9,747 shares

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

3. period ended2025-12-31

   13F 141,162 shares

   Change vs previous 13F -292 shares

   <0.01% of the 13F portfolio, value $4,521,431.

   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: 128,043 shares
   • Envestnet Portfolio Solutions, Inc.: 13,119 shares

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

4. period ended2025-09-30

   13F 141,454 shares

   Change vs previous 13F +4,889 shares

   <0.01% of the 13F portfolio, value $4,284,650.

   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: 127,467 shares
   • Envestnet Portfolio Solutions, Inc.: 13,987 shares

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

5. period ended2025-06-30

   13F 136,565 shares

   Change vs previous 13F +4,074 shares

   <0.01% of the 13F portfolio, value $3,998,644.

   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: 122,719 shares
   • Envestnet Portfolio Solutions, Inc.: 13,846 shares

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

6. period ended2025-03-31

   13F 132,491 shares

   Change vs previous 13F -8,792 shares

   <0.01% of the 13F portfolio, value $3,786,571.

   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: 119,115 shares
   • Envestnet Portfolio Solutions, Inc.: 13,376 shares

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

7. period ended2024-12-31

   13F 141,283 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $4,554,967.

   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: 124,493 shares
   • Envestnet Portfolio Solutions, Inc.: 16,790 shares

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