ENVESTNET ASSET MANAGEMENT INC: ZWS position timeline

ENVESTNET ASSET MANAGEMENT INC held 574,641 ZWS 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 574,641 shares

   Change vs previous 13F -87,797 shares

   0.01% of the 13F portfolio, value $29,036,592.

   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: 570,257 shares
   • Envestnet Portfolio Solutions, Inc.: 4,384 shares
2. period ended2026-03-31

   13F 662,438 shares

   Change vs previous 13F +1,222 shares

   0.01% of the 13F portfolio, value $29,703,699.

   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: 657,421 shares
   • Envestnet Portfolio Solutions, Inc.: 5,017 shares

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

3. period ended2025-12-31

   13F 661,216 shares

   Change vs previous 13F -117,306 shares

   0.01% of the 13F portfolio, value $30,739,925.

   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: 653,620 shares
   • Envestnet Portfolio Solutions, Inc.: 7,596 shares

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

4. period ended2025-09-30

   13F 778,522 shares

   Change vs previous 13F -1,201 shares

   0.01% of the 13F portfolio, value $36,613,922.

   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: 768,003 shares
   • Envestnet Portfolio Solutions, Inc.: 10,519 shares

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

5. period ended2025-06-30

   13F 779,723 shares

   Change vs previous 13F -37,323 shares

   0.01% of the 13F portfolio, value $28,514,472.

   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: 766,717 shares
   • Envestnet Portfolio Solutions, Inc.: 13,006 shares

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

6. period ended2025-03-31

   13F 817,046 shares

   Change vs previous 13F -34,516 shares

   0.01% of the 13F portfolio, value $26,946,181.

   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: 801,840 shares
   • Envestnet Portfolio Solutions, Inc.: 15,206 shares

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

7. period ended2024-12-31

   13F 851,562 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $31,763,244.

   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: 830,090 shares
   • Envestnet Portfolio Solutions, Inc.: 21,472 shares

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