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Disclosery

Envision Financial LLC: FNDX position timeline

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

Envision Financial LLC held 661,197 FNDX 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 661,197 shares
    Change vs previous 13F +42,498 shares

    9.23% of the 13F portfolio, value $20,807,885.

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

  2. period ended2026-06-30
    13F 618,699 shares
    Change vs previous 13F -25,478 shares

    8.86% of the 13F portfolio, value $19,241,528.

    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 644,177 shares
    Change vs previous 13F -11,244 shares

    9.65% of the 13F portfolio, value $17,940,340.

    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 655,421 shares
    Change vs previous 13F +44,861 shares

    9.43% of the 13F portfolio, value $17,834,018.

    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 610,560 shares
    Change vs previous 13F +15,709 shares

    9.2% of the 13F portfolio, value $16,057,728.

    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 594,851 shares
    Change vs previous 13F +4,372 shares

    9.73% of the 13F portfolio, value $14,597,637.

    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 590,479 shares
    Change vs previous 13F +36,357 shares

    10.5% of the 13F portfolio, value $13,941,207.

    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 554,122 shares
    Change vs previous 13F not available

    10.52% of the 13F portfolio, value $13,121,610.

    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).