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Disclosery

Envision Financial LLC: IEFA position timeline

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

Envision Financial LLC held 5,682 IEFA 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 5,682 shares
    Change vs previous 13F -17,649 shares

    0.18% of the 13F portfolio, value $408,820.

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

  2. period ended2026-06-30
    13F 23,331 shares
    Change vs previous 13F -3,334 shares

    1.04% of the 13F portfolio, value $2,253,308.

    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 26,665 shares
    Change vs previous 13F -2,106 shares

    1.3% of the 13F portfolio, value $2,413,982.

    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 28,771 shares
    Change vs previous 13F +1,401 shares

    1.36% of the 13F portfolio, value $2,573,854.

    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 27,370 shares
    Change vs previous 13F -465 shares

    1.37% of the 13F portfolio, value $2,389,675.

    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 27,835 shares
    Change vs previous 13F +2,798 shares

    1.55% of the 13F portfolio, value $2,323,666.

    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 25,037 shares
    Change vs previous 13F +38 shares

    1.43% of the 13F portfolio, value $1,894,049.

    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 24,999 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $1,756,930.

    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).