ENVESTNET ASSET MANAGEMENT INC: XMAR position timeline

ENVESTNET ASSET MANAGEMENT INC held 218,535 XMAR 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 218,535 shares

   Change vs previous 13F +163,966 shares

   <0.01% of the 13F portfolio, value $9,339,093.

   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: 212,872 shares
   • Envestnet Portfolio Solutions, Inc.: 5,663 shares
2. period ended2026-03-31

   13F 54,569 shares

   Change vs previous 13F -159,672 shares

   <0.01% of the 13F portfolio, value $2,209,499.

   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

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

3. period ended2025-12-31

   13F 214,241 shares

   Change vs previous 13F +4,079 shares

   <0.01% of the 13F portfolio, value $8,554,643.

   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

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

4. period ended2025-09-30

   13F 210,162 shares

   Change vs previous 13F +18,855 shares

   <0.01% of the 13F portfolio, value $8,243,247.

   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

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

5. period ended2025-06-30

   13F 191,307 shares

   Change vs previous 13F +16,376 shares

   <0.01% of the 13F portfolio, value $7,325,795.

   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 174,931 shares

   Change vs previous 13F -34,140 shares

   <0.01% of the 13F portfolio, value $6,427,857.

   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: 174,931 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

7. period ended2024-12-31

   13F 209,071 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $7,568,370.

   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: 200,037 shares
   • Envestnet Portfolio Solutions, Inc.: 9,034 shares

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