Skip to content
Disclosery

Envision Financial LLC: USRT position timeline

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

Envision Financial LLC held 76,982 USRT 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 76,982 shares
    Change vs previous 13F +5,649 shares

    2.36% of the 13F portfolio, value $5,115,485.

    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 71,333 shares
    Change vs previous 13F +2,006 shares

    2.27% of the 13F portfolio, value $4,222,201.

    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 69,327 shares
    Change vs previous 13F +6,025 shares

    2.09% of the 13F portfolio, value $3,948,891.

    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 63,302 shares
    Change vs previous 13F +12,987 shares

    2.13% of the 13F portfolio, value $3,717,080.

    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 50,315 shares
    Change vs previous 13F +1,047 shares

    1.9% of the 13F portfolio, value $2,845,838.

    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 49,268 shares
    Change vs previous 13F +24,452 shares

    2.14% of the 13F portfolio, value $2,837,830.

    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 24,816 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $1,422,211.

    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).