SEC 13F Intelligence

Vista Finance, LLC / ENVUSD

Vista Finance, LLC’s Envestnet Inc Position

Does Vista Finance, LLC own Envestnet Inc (ENVUSD)? Not currently — the last reported position was 16.0K shares worth $704,480 in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$704,480
Q3 2023
Shares
16.0K
% of Portfolio
+1.03%
Quarters Held
6
position exited

Position History ENVUSD

Reported value by quarter
Q2 ’22: $844,000Q2 ’22Q3 ’22: $710,000Q3 ’22Q4 ’22: $987,200Q4 ’22Q1 ’23: $938,720Q1 ’23Q2 ’23: $949,600Q2 ’23Q3 ’23: $704,480Q3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202316.0K$704,480+1.03%
Q2 202316.0K$949,600+1.48%
Q1 202316.0K$938,720+1.33%
Q4 202216.0K$987,200+1.39%
Q3 202216.0K$710,000+0.86%
Q2 202216.0K$844,000+1.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vista Finance, LLC’s full portfolio or all institutional holders of ENVUSD.