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Disclosery

Envision Financial LLC: DWM position timeline

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

Envision Financial LLC held 35,344 DWM 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 35,344 shares
    Change vs previous 13F -4,769 shares

    1.19% of the 13F portfolio, value $2,587,708.

    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 40,113 shares
    Change vs previous 13F -7,301 shares

    1.51% of the 13F portfolio, value $2,803,516.

    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 47,414 shares
    Change vs previous 13F -2,995 shares

    1.72% of the 13F portfolio, value $3,260,214.

    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 50,409 shares
    Change vs previous 13F -2,635 shares

    1.91% of the 13F portfolio, value $3,337,954.

    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 53,044 shares
    Change vs previous 13F +574 shares

    2.25% of the 13F portfolio, value $3,371,454.

    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).

  6. period ended2025-03-31
    13F 52,470 shares
    Change vs previous 13F -210 shares

    2.3% of the 13F portfolio, value $3,051,405.

    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).

  7. period ended2024-12-31
    13F/A 52,680 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $2,775,999.

    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).