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Disclosery

Envision Financial LLC: VTEB position timeline

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

Envision Financial LLC held 103,529 VTEB 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 103,529 shares
    Change vs previous 13F -1,089 shares

    2.18% of the 13F portfolio, value $4,903,156.

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

  2. period ended2026-06-30
    13F 104,618 shares
    Change vs previous 13F -2,946 shares

    2.44% of the 13F portfolio, value $5,291,571.

    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 107,564 shares
    Change vs previous 13F +1,578 shares

    2.89% of the 13F portfolio, value $5,366,347.

    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 105,986 shares
    Change vs previous 13F +11,361 shares

    2.82% of the 13F portfolio, value $5,330,034.

    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 94,625 shares
    Change vs previous 13F +49,548 shares

    2.72% of the 13F portfolio, value $4,737,884.

    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 45,077 shares
    Change vs previous 13F +35,784 shares

    1.47% of the 13F portfolio, value $2,210,125.

    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 9,293 shares
    Change vs previous 13F -1,649 shares

    0.35% of the 13F portfolio, value $461,119.

    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 10,942 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $548,522.

    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).