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Disclosery

Envision Financial LLC: RWO position timeline

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

Envision Financial LLC held 0 RWO 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 0 shares
    Change vs previous 13F -5,494 shares

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 5,494 shares
    Change vs previous 13F -3,380 shares

    0.13% of the 13F portfolio, value $273,131.

    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 8,874 shares
    Change vs previous 13F -488 shares

    0.22% of the 13F portfolio, value $406,166.

    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 9,362 shares
    Change vs previous 13F -1,225 shares

    0.22% of the 13F portfolio, value $421,461.

    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 10,587 shares
    Change vs previous 13F +44 shares

    0.28% of the 13F portfolio, value $484,556.

    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 10,543 shares
    Change vs previous 13F -64 shares

    0.31% of the 13F portfolio, value $465,362.

    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 10,607 shares
    Change vs previous 13F +33 shares

    0.35% of the 13F portfolio, value $462,883.

    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 10,574 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $453,538.

    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).