ENVESTNET ASSET MANAGEMENT INC: YEAR position timeline

ENVESTNET ASSET MANAGEMENT INC held 155,773 YEAR 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 155,773 shares

   Change vs previous 13F -9,529 shares

   <0.01% of the 13F portfolio, value $7,841,636.

   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 165,302 shares

   Change vs previous 13F -5,105 shares

   <0.01% of the 13F portfolio, value $8,343,600.

   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 170,407 shares

   Change vs previous 13F -52,231 shares

   <0.01% of the 13F portfolio, value $8,602,131.

   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: 170,407 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

4. period ended2025-09-30

   13F 222,638 shares

   Change vs previous 13F -193,140 shares

   <0.01% of the 13F portfolio, value $11,282,184.

   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: 206,610 shares
   • Envestnet Portfolio Solutions, Inc.: 16,028 shares

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

5. period ended2025-06-30

   13F 415,778 shares

   Change vs previous 13F +201,945 shares

   0.01% of the 13F portfolio, value $21,063,321.

   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: 400,580 shares
   • Envestnet Portfolio Solutions, Inc.: 15,198 shares

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

6. period ended2025-03-31

   13F 213,833 shares

   Change vs previous 13F -144,774 shares

   <0.01% of the 13F portfolio, value $10,822,102.

   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: 198,962 shares
   • Envestnet Portfolio Solutions, Inc.: 14,871 shares

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

7. period ended2024-12-31

   13F 358,607 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $18,055,837.

   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: 343,742 shares
   • Envestnet Portfolio Solutions, Inc.: 14,865 shares

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