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Disclosery

Envision Financial LLC: UITB position timeline

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

Envision Financial LLC held 383,252 UITB 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 383,252 shares
    Change vs previous 13F +37,967 shares

    7.59% of the 13F portfolio, value $17,109,725.

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

  2. period ended2026-06-30
    13F 345,285 shares
    Change vs previous 13F +70,881 shares

    7.45% of the 13F portfolio, value $16,172,466.

    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 274,404 shares
    Change vs previous 13F +44,148 shares

    6.94% of the 13F portfolio, value $12,901,654.

    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 230,256 shares
    Change vs previous 13F +34,087 shares

    5.76% of the 13F portfolio, value $10,903,702.

    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 196,169 shares
    Change vs previous 13F +46,653 shares

    5.34% of the 13F portfolio, value $9,321,935.

    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 149,516 shares
    Change vs previous 13F +5,727 shares

    4.69% of the 13F portfolio, value $7,037,740.

    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 143,789 shares
    Change vs previous 13F +22,913 shares

    5.09% of the 13F portfolio, value $6,749,477.

    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 120,876 shares
    Change vs previous 13F not available

    4.45% of the 13F portfolio, value $5,555,474.

    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).