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Disclosery

Envision Financial LLC: FDM position timeline

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

Envision Financial LLC held 20,984 FDM 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 20,984 shares
    Change vs previous 13F +8,552 shares

    0.9% of the 13F portfolio, value $1,953,806.

    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 12,432 shares
    Change vs previous 13F -1,928 shares

    0.55% of the 13F portfolio, value $1,020,500.

    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 14,360 shares
    Change vs previous 13F +19 shares

    0.6% of the 13F portfolio, value $1,143,247.

    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 14,341 shares
    Change vs previous 13F +28 shares

    0.62% of the 13F portfolio, value $1,086,362.

    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 14,313 shares
    Change vs previous 13F -1,667 shares

    0.68% of the 13F portfolio, value $1,025,287.

    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 15,980 shares
    Change vs previous 13F -1,111 shares

    0.75% of the 13F portfolio, value $993,737.

    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 17,091 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,164,884.

    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).