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Envision Financial LLC: SCHM position timeline

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

Envision Financial LLC held 89,605 SCHM 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 89,605 shares
    Change vs previous 13F -8,102 shares

    1.52% of the 13F portfolio, value $3,303,729.

    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 97,707 shares
    Change vs previous 13F -17,227 shares

    1.63% of the 13F portfolio, value $3,025,011.

    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 114,934 shares
    Change vs previous 13F -12,052 shares

    1.83% of the 13F portfolio, value $3,456,074.

    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 126,986 shares
    Change vs previous 13F -2,753 shares

    2.16% of the 13F portfolio, value $3,763,872.

    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 129,739 shares
    Change vs previous 13F -3,043 shares

    2.43% of the 13F portfolio, value $3,639,188.

    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 132,782 shares
    Change vs previous 13F -10,416 shares

    2.62% of the 13F portfolio, value $3,478,884.

    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 143,198 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $3,968,004.

    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).