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Disclosery

Envision Financial LLC: SCHB position timeline

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

Envision Financial LLC held 35,955 SCHB 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 35,955 shares
    Change vs previous 13F -40,931 shares

    0.52% of the 13F portfolio, value $1,173,209.

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

  2. period ended2026-06-30
    13F 76,886 shares
    Change vs previous 13F +14,674 shares

    1.03% of the 13F portfolio, value $2,226,612.

    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 62,212 shares
    Change vs previous 13F +11,647 shares

    0.84% of the 13F portfolio, value $1,561,528.

    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 50,565 shares
    Change vs previous 13F -138 shares

    0.7% of the 13F portfolio, value $1,326,307.

    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 50,703 shares
    Change vs previous 13F -48 shares

    0.75% of the 13F portfolio, value $1,303,561.

    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 50,751 shares
    Change vs previous 13F +3,275 shares

    0.81% of the 13F portfolio, value $1,209,403.

    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 47,476 shares
    Change vs previous 13F +2,960 shares

    0.77% of the 13F portfolio, value $1,022,156.

    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 44,516 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,010,521.

    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).