Skip to content
Disclosery

Envision Financial LLC: DTD position timeline

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

Envision Financial LLC held 41,922 DTD shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 41,922 shares
    Change vs previous 13F -2,187 shares

    1.74% of the 13F portfolio, value $3,916,388.

    13F-HR 0002051355-26-000005 filed by Envision Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 44,109 shares
    Change vs previous 13F -11,568 shares

    1.89% of the 13F portfolio, value $4,113,033.

    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).

  3. period ended2026-03-31
    13F 55,677 shares
    Change vs previous 13F -9,853 shares

    2.59% of the 13F portfolio, value $4,808,250.

    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).

  4. period ended2025-12-31
    13F 65,530 shares
    Change vs previous 13F +2,220 shares

    2.94% of the 13F portfolio, value $5,562,166.

    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).

  5. period ended2025-09-30
    13F 63,310 shares
    Change vs previous 13F -1,769 shares

    3.05% of the 13F portfolio, value $5,318,053.

    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).

  6. period ended2025-06-30
    13F 65,079 shares
    Change vs previous 13F -58 shares

    3.45% of the 13F portfolio, value $5,175,060.

    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).

  7. period ended2025-03-31
    13F 65,137 shares
    Change vs previous 13F -4,028 shares

    3.78% of the 13F portfolio, value $5,012,321.

    13F-HR 0002051355-25-000003 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).

  8. period ended2024-12-31
    13F/A 69,165 shares
    Change vs previous 13F not available

    4.21% of the 13F portfolio, value $5,247,005.

    13F-HR/A 0002051355-25-000002 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).