Envision Financial LLC

Q2 2026 13F Holdings

Location
Brookfield, WI
Holdings as of
6/30/2026
Value ($000)
$217,094
Num holdings
48
Date filed
7/10/2026
Form type
13F-HR
Prev filing
4/16/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type