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Disclosery

Envision Financial LLC: VOO position timeline

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

Envision Financial LLC held 50,926 VOO 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 50,926 shares
    Change vs previous 13F +7,387 shares

    15.84% of the 13F portfolio, value $35,691,684.

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

  2. period ended2026-06-30
    13F 43,539 shares
    Change vs previous 13F +4,528 shares

    13.77% of the 13F portfolio, value $29,902,700.

    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 39,011 shares
    Change vs previous 13F -573 shares

    12.54% of the 13F portfolio, value $23,310,817.

    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 39,584 shares
    Change vs previous 13F +5,552 shares

    13.12% of the 13F portfolio, value $24,824,307.

    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 34,032 shares
    Change vs previous 13F +3,519 shares

    11.94% of the 13F portfolio, value $20,840,439.

    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 30,513 shares
    Change vs previous 13F +895 shares

    11.56% of the 13F portfolio, value $17,332,092.

    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 29,618 shares
    Change vs previous 13F +3,101 shares

    11.47% of the 13F portfolio, value $15,220,799.

    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 26,517 shares
    Change vs previous 13F not available

    11.45% of the 13F portfolio, value $14,287,468.

    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).