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Disclosery

Envision Financial LLC: VBR position timeline

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

Envision Financial LLC held 3,108 VBR 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 3,108 shares
    Change vs previous 13F -9,119 shares

    0.39% of the 13F portfolio, value $884,061.

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

  2. period ended2026-06-30
    13F 12,227 shares
    Change vs previous 13F -1,196 shares

    1.37% of the 13F portfolio, value $2,971,102.

    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 13,423 shares
    Change vs previous 13F -1,355 shares

    1.57% of the 13F portfolio, value $2,916,141.

    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 14,778 shares
    Change vs previous 13F -688 shares

    1.65% of the 13F portfolio, value $3,129,787.

    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 15,466 shares
    Change vs previous 13F -296 shares

    1.85% of the 13F portfolio, value $3,227,993.

    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 15,762 shares
    Change vs previous 13F -106 shares

    2.05% of the 13F portfolio, value $3,073,711.

    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 15,868 shares
    Change vs previous 13F -453 shares

    2.23% of the 13F portfolio, value $2,956,015.

    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 16,321 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $3,234,581.

    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).