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Disclosery

Envision Financial LLC: USFR position timeline

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

Envision Financial LLC held 342,999 USFR 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 342,999 shares
    Change vs previous 13F +25,894 shares

    7.67% of the 13F portfolio, value $17,283,698.

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

  2. period ended2026-06-30
    13F 317,105 shares
    Change vs previous 13F +31,710 shares

    7.35% of the 13F portfolio, value $15,966,258.

    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 285,395 shares
    Change vs previous 13F -52,094 shares

    7.73% of the 13F portfolio, value $14,366,759.

    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 337,489 shares
    Change vs previous 13F +7,721 shares

    8.98% of the 13F portfolio, value $16,982,446.

    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 329,768 shares
    Change vs previous 13F +115,150 shares

    9.5% of the 13F portfolio, value $16,577,421.

    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 214,618 shares
    Change vs previous 13F +51,411 shares

    7.2% of the 13F portfolio, value $10,797,439.

    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 163,207 shares
    Change vs previous 13F +27,812 shares

    6.19% of the 13F portfolio, value $8,214,197.

    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 135,395 shares
    Change vs previous 13F not available

    5.46% of the 13F portfolio, value $6,813,084.

    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).