Envision Financial Transparency, LLC: QQQ position timeline

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

Envision Financial Transparency, LLC held 63,969 QQQ shares at 2026-06-30 per its 13F-HR filed 2026-08-21.

the latest 13F is the newest step

period ended2026-06-30
13F 63,969 shares
Change vs previous 13F +20,531 shares
26.2% of the 13F portfolio, value $30,721,135.
13F-HR 0002080849-26-000004 filed by Envision Financial Transparency, LLC
Filed 2026-08-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 43,438 shares
Change vs previous 13F not available
24.36% of the 13F portfolio, value $25,072,000.
13F-HR 0002080849-26-000002 filed by Envision Financial Transparency, LLC
Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).