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Disclosery

Envision Financial LLC: VOE position timeline

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

Envision Financial LLC held 10,789 VOE 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 10,789 shares
    Change vs previous 13F -3,870 shares

    0.94% of the 13F portfolio, value $2,109,503.

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

  2. period ended2026-06-30
    13F 14,659 shares
    Change vs previous 13F -2,488 shares

    1.33% of the 13F portfolio, value $2,896,611.

    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 17,147 shares
    Change vs previous 13F -3,235 shares

    1.7% of the 13F portfolio, value $3,159,816.

    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 20,382 shares
    Change vs previous 13F -773 shares

    1.91% of the 13F portfolio, value $3,615,071.

    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 21,155 shares
    Change vs previous 13F -931 shares

    2.12% of the 13F portfolio, value $3,693,173.

    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 22,086 shares
    Change vs previous 13F 0 shares

    2.42% of the 13F portfolio, value $3,632,273.

    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 22,086 shares
    Change vs previous 13F -1,089 shares

    2.67% of the 13F portfolio, value $3,545,695.

    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 23,175 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $3,749,012.

    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).