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Manager record

Envision Financial Transparency, LLC

Greensboro, NC · CIK 2080849 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$117.24MReported 13F valueQ2 2026 · as filed
59Holdings listed
+113823.7%vs prior quartervalue change includes market moves
2Quarters on record
Aug 21Latest filed
Reported 13F value by quarter, Q1 2026 to Q2 2026Q1 2026: $102.9K$102.9KQ1 202656 holdingsQ2 2026: $117.2M$117.2MQ2 202659 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar. One or more quarters appear to be reported in $ thousands — figures are shown exactly as filed.
Filing record
Aug 21 2026 13F-HR · period Q2 2026

$117.24M · 59 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR · period Q1 2026

$102,911 · 56 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 21, 2026 · Change methodology