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Envision Financial LLC: SCHF position timeline

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

Envision Financial LLC held 636,123 SCHF 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 636,123 shares
    Change vs previous 13F +18,030 shares

    8.12% of the 13F portfolio, value $17,620,603.

    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 618,093 shares
    Change vs previous 13F -12,543 shares

    8.23% of the 13F portfolio, value $15,297,805.

    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 630,636 shares
    Change vs previous 13F +46,759 shares

    8.01% of the 13F portfolio, value $15,160,501.

    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 583,877 shares
    Change vs previous 13F +39,274 shares

    7.79% of the 13F portfolio, value $13,592,658.

    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 544,603 shares
    Change vs previous 13F +1,655 shares

    8.02% of the 13F portfolio, value $12,035,728.

    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 542,948 shares
    Change vs previous 13F +40,659 shares

    8.09% of the 13F portfolio, value $10,739,516.

    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 502,289 shares
    Change vs previous 13F not available

    7.45% of the 13F portfolio, value $9,292,350.

    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).