Envision Financial LLC

Q4 2025 13F Holdings

Location
Brookfield, WI
Holdings as of
12/31/2025
Value ($000)
$189,204
Num holdings
42
Date filed
1/7/2026
Form type
13F-HR
Prev filing
10/10/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type