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Envision Financial LLC: SUB position timeline

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

Envision Financial LLC held 5,916 SUB 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 5,916 shares
    Change vs previous 13F -2,723 shares

    0.29% of the 13F portfolio, value $629,872.

    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 8,639 shares
    Change vs previous 13F -333 shares

    0.5% of the 13F portfolio, value $920,060.

    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 8,972 shares
    Change vs previous 13F -119 shares

    0.51% of the 13F portfolio, value $957,321.

    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 9,091 shares
    Change vs previous 13F +4,916 shares

    0.56% of the 13F portfolio, value $970,763.

    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 4,175 shares
    Change vs previous 13F +1,275 shares

    0.3% of the 13F portfolio, value $443,970.

    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 2,900 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $306,240.

    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).