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Disclosery

Envision Financial LLC: SCHC position timeline

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

Envision Financial LLC held 17,286 SCHC 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 17,286 shares
    Change vs previous 13F -1,658 shares

    0.38% of the 13F portfolio, value $859,827.

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

  2. period ended2026-06-30
    13F 18,944 shares
    Change vs previous 13F -495 shares

    0.42% of the 13F portfolio, value $911,579.

    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 19,439 shares
    Change vs previous 13F -993 shares

    0.49% of the 13F portfolio, value $908,572.

    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 20,432 shares
    Change vs previous 13F -497 shares

    0.49% of the 13F portfolio, value $930,255.

    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 20,929 shares
    Change vs previous 13F -880 shares

    0.55% of the 13F portfolio, value $952,483.

    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 21,809 shares
    Change vs previous 13F -69 shares

    0.62% of the 13F portfolio, value $928,860.

    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 21,878 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $784,967.

    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 21,878 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $751,057.

    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).