Envision Financial LLCETFConcentrated trader

CIK: 0002051355 | BROOKFIELD, WI

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	48	$225.3M	2026-10-15	SEC ↗
Q2 2026	13F-HR	48	$217.1M	2026-07-10	SEC ↗
Q1 2026	13F-HR	46	$185.8M	2026-04-16	SEC ↗
Q4 2025	13F-HR	42	$189.2M	2026-01-07	SEC ↗
Q3 2025	13F-HR	43	$174.5M	2025-10-10	SEC ↗
Q2 2025	13F-HR	45	$150.0M	2025-07-10	SEC ↗
Q1 2025	13F-HR	40	$132.7M	2025-04-22	SEC ↗
Q4 2024Amended	13F-HR/A	38	$124.8M	2025-01-13	SEC ↗