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Disclosery

Envision Financial LLC: AVEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Envision Financial LLC on AVEM, newest first. How the timeline and the estimate are built.

Envision Financial LLC held 3,645 AVEM shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,645 shares
    Change vs previous 13F -95 shares

    0.16% of the 13F portfolio, value $351,706.

    13F-HR 0002051355-26-000003 filed by Envision Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 3,740 shares
    Change vs previous 13F +130 shares

    0.16% of the 13F portfolio, value $301,369.

    13F-HR 0002051355-26-000002 filed by Envision Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,610 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $278,042.

    13F-HR 0002051355-26-000001 filed by Envision Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,610 shares
    Change vs previous 13F -347 shares

    0.16% of the 13F portfolio, value $271,147.

    13F-HR 0002051355-25-000010 filed by Envision Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,957 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $271,213.

    13F-HR 0002051355-25-000004 filed by Envision Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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