ENVESTNET ASSET MANAGEMENT INC
Holdings in EPR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,292,148 | 86,015 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $4,916,347 | 84,750 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $3,612,586 | 62,008 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $3,057,377 | 58,114 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $1,861,974 | 42,050 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $2,050,705 | 41,817 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $1,111,252 | 26,471 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $1,696,684 | 39,969 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $1,968,571 | 40,631 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $942,501 | 22,689 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $3,003,951 | 64,187 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $21,190,800 | 556,189 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $2,091,347 | 55,444 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $2,261,475 | 63,064 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $2,603,676 | 55,480 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $884,551 | 16,168 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $753,523 | 15,867 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $787,660 | 15,951 | Shares | Sole | 2021-10-07 |
| 2021-06-30 | $816,645 | 15,502 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $498,559 | 10,701 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $340,437 | 10,475 | Shares | Sole | 2021-02-02 |
| 2020-09-30 | $1,250,315 | 45,466 | Shares | Sole | 2020-10-09 |
| 2020-06-30 | $1,830,001 | 55,237 | Shares | Sole | 2020-07-08 |
| 2020-03-31 | $1,694,673 | 69,970 | Shares | Sole | 2020-04-23 |