Skip to content
Disclosery

Envision Financial LLC: SCHA position timeline

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

Envision Financial LLC held 45,562 SCHA 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 45,562 shares
    Change vs previous 13F -3,319 shares

    0.76% of the 13F portfolio, value $1,646,163.

    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 48,881 shares
    Change vs previous 13F -3,544 shares

    0.76% of the 13F portfolio, value $1,421,455.

    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 52,425 shares
    Change vs previous 13F -3,801 shares

    0.79% of the 13F portfolio, value $1,493,076.

    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 56,226 shares
    Change vs previous 13F +88 shares

    0.9% of the 13F portfolio, value $1,568,694.

    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 56,138 shares
    Change vs previous 13F -607 shares

    0.95% of the 13F portfolio, value $1,420,284.

    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 56,745 shares
    Change vs previous 13F -1,022 shares

    1% of the 13F portfolio, value $1,329,547.

    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 57,767 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $1,493,850.

    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).