ENVESTNET ASSET MANAGEMENT INC
Holdings in IIIV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,283,221 | 90,640 | Shares | Sole | 2026-02-10 |
| 2025-09-30 | $4,834,008 | 148,922 | Shares | Sole | 2025-11-05 |
| 2025-06-30 | $2,619,146 | 95,311 | Shares | Sole | 2025-08-01 |
| 2025-03-31 | $2,304,918 | 93,430 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $1,961,925 | 85,153 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $1,710,766 | 80,280 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $2,341,716 | 106,056 | Shares | Sole | 2024-08-08 |
| 2024-03-31 | $2,631,480 | 114,962 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $1,840,964 | 86,961 | Shares | Sole | 2024-02-13 |
| 2023-09-30 | $2,231,474 | 105,557 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,988,591 | 86,990 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $2,263,481 | 92,274 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $1,372,970 | 56,408 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $1,001,439 | 49,997 | Shares | Sole | 2022-11-10 |
| 2022-06-30 | $1,261,858 | 50,434 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $704,245 | 25,278 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $536,704 | 23,550 | Shares | Sole | 2022-02-04 |
| 2021-09-30 | $946,054 | 39,077 | Shares | Sole | 2021-10-07 |
| 2021-06-30 | $1,071,540 | 35,458 | Shares | Sole | 2021-08-04 |
| 2021-03-31 | $1,011,818 | 32,503 | Shares | Sole | 2021-05-04 |
| 2020-12-31 | $821,899 | 24,756 | Shares | Sole | 2021-02-02 |
| 2020-09-30 | $422,255 | 16,723 | Shares | Sole | 2020-10-09 |
| 2020-06-30 | $326,821 | 10,804 | Shares | Sole | 2020-07-08 |