ENVESTNET ASSET MANAGEMENT INC: Z position timeline

ENVESTNET ASSET MANAGEMENT INC held 0 Z 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 0 shares

   Change vs previous 13F -23,313 shares

   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

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-03-31

   13F 23,313 shares

   Change vs previous 13F -18,512 shares

   <0.01% of the 13F portfolio, value $964,671.

   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: 23,313 shares
   • Envestnet Portfolio Solutions, Inc.: 0 shares

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

3. period ended2025-12-31

   13F 41,825 shares

   Change vs previous 13F -40,551 shares

   <0.01% of the 13F portfolio, value $2,853,275.

   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: 37,019 shares
   • Envestnet Portfolio Solutions, Inc.: 4,806 shares

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

4. period ended2025-09-30

   13F 82,376 shares

   Change vs previous 13F +23,692 shares

   <0.01% of the 13F portfolio, value $6,347,094.

   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: 77,357 shares
   • Envestnet Portfolio Solutions, Inc.: 5,019 shares

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

5. period ended2025-06-30

   13F 58,684 shares

   Change vs previous 13F -13,308 shares

   <0.01% of the 13F portfolio, value $4,110,848.

   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: 53,672 shares
   • Envestnet Portfolio Solutions, Inc.: 5,012 shares

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

6. period ended2025-03-31

   13F 71,992 shares

   Change vs previous 13F +10,557 shares

   <0.01% of the 13F portfolio, value $4,935,792.

   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: 68,468 shares
   • Envestnet Portfolio Solutions, Inc.: 3,524 shares

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

7. period ended2024-12-31

   13F 61,435 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $4,549,284.

   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: 56,318 shares
   • Envestnet Portfolio Solutions, Inc.: 5,117 shares

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