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Disclosery

Envision Financial LLC: VO position timeline

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

Envision Financial LLC held 122,683 VO 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 122,683 shares
    Change vs previous 13F +94,025 shares

    4.55% of the 13F portfolio, value $9,884,546.

    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 28,658 shares
    Change vs previous 13F +269 shares

    4.43% of the 13F portfolio, value $8,230,119.

    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 28,389 shares
    Change vs previous 13F +1,980 shares

    4.35% of the 13F portfolio, value $8,238,922.

    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 26,409 shares
    Change vs previous 13F +2,012 shares

    4.45% of the 13F portfolio, value $7,757,286.

    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 24,397 shares
    Change vs previous 13F +2,227 shares

    4.55% of the 13F portfolio, value $6,826,890.

    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 22,170 shares
    Change vs previous 13F -1,400 shares

    4.32% of the 13F portfolio, value $5,733,492.

    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 23,570 shares
    Change vs previous 13F not available

    4.99% of the 13F portfolio, value $6,225,598.

    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).