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Disclosery

Envision Financial LLC: EZM position timeline

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

Envision Financial LLC held 21,986 EZM 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 21,986 shares
    Change vs previous 13F +13,618 shares

    0.85% of the 13F portfolio, value $1,925,005.

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

  2. period ended2026-06-30
    13F 8,368 shares
    Change vs previous 13F +7 shares

    0.29% of the 13F portfolio, value $634,130.

    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 8,361 shares
    Change vs previous 13F -685 shares

    0.3% of the 13F portfolio, value $562,019.

    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 9,046 shares
    Change vs previous 13F +11 shares

    0.32% of the 13F portfolio, value $604,291.

    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 9,035 shares
    Change vs previous 13F -3,359 shares

    0.34% of the 13F portfolio, value $595,519.

    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 12,394 shares
    Change vs previous 13F +12 shares

    0.51% of the 13F portfolio, value $765,554.

    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 12,382 shares
    Change vs previous 13F -1,263 shares

    0.56% of the 13F portfolio, value $737,979.

    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 13,645 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $852,920.

    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).