ENVESTNET ASSET MANAGEMENT INC: XBIL position timeline

ENVESTNET ASSET MANAGEMENT INC held 103,730 XBIL 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 103,730 shares

   Change vs previous 13F +4,205 shares

   <0.01% of the 13F portfolio, value $5,186,499.

   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

2. period ended2026-03-31

   13F 99,525 shares

   Change vs previous 13F -2,015 shares

   <0.01% of the 13F portfolio, value $4,979,220.

   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: 99,525 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

3. period ended2025-12-31

   13F 101,540 shares

   Change vs previous 13F -6,765 shares

   <0.01% of the 13F portfolio, value $5,084,097.

   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: 96,607 shares
   • Envestnet Portfolio Solutions, Inc.: 4,933 shares

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

4. period ended2025-09-30

   13F 108,305 shares

   Change vs previous 13F +40,973 shares

   <0.01% of the 13F portfolio, value $5,436,370.

   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: 102,445 shares
   • Envestnet Portfolio Solutions, Inc.: 5,860 shares

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

5. period ended2025-06-30

   13F 67,332 shares

   Change vs previous 13F +32,433 shares

   <0.01% of the 13F portfolio, value $3,376,677.

   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 34,899 shares

   Change vs previous 13F +3,289 shares

   <0.01% of the 13F portfolio, value $1,750,871.

   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

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

7. period ended2024-12-31

   13F 31,610 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $1,581,617.

   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

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