First seen by DFX
Sep 12, 2026
date not stated
Vision Financial Markets LLC: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (13F filer that reads as an institution by name (a manager's division, a custodian, a bank, an accounting firm))
First seen by DFX
Sep 12, 2026
date not stated
Vision Financial Markets LLC files Form 13F (non_adviser_filer, $102,467,438 in 425 positions)
Vision Financial Markets LLC reported $102,467,438 across 425 13(f) positions for the quarter ended 2026-03-31
Vision Financial Markets LLC opened a $6,111,645 position in Ishares Tr (70,500 shares)
Vision Financial Markets LLC reported $97,981,545 across 409 13(f) positions for the quarter ended 2025-12-31
Vision Financial Markets LLC exited Ishares Tr (was $2,779,407, 31,100 shares)
Vision Financial Markets LLC exited Unitedhealth Group Inc (was $6,180,870, 17,900 shares)
Vision Financial Markets LLC reported $117,128,266 across 429 13(f) positions for the quarter ended 2025-09-30
Vision Financial Markets LLC increased Unitedhealth Group Inc 5,700 -> 17,900 shares ($1,778,229 -> $6,180,870)
Vision Financial Markets LLC exited Hdfc Bank Ltd (was $4,362,523, 56,900 shares)
Vision Financial Markets LLC increased Ishares Tr 14,100 -> 31,100 shares ($1,244,325 -> $2,779,407)
Vision Financial Markets LLC reported $106,109,379 across 433 13(f) positions for the quarter ended 2025-06-30
Vision Financial Markets LLC increased Hdfc Bank Ltd 1 -> 56,900 shares ($67 -> $4,362,523)
Vision Financial Markets LLC reduced Ishares Tr 20 Yr Tr 26,100 -> 14,100 shares ($2,375,883 -> $1,244,325)
Vision Financial Markets LLC reported $91,887,539 across 443 13(f) positions for the quarter ended 2025-03-31
Vision Financial Markets LLC opened a $2,375,883 position in Ishares Tr (26,100 shares)
Vision Financial Markets LLC exited CME Group Inc (was $3,669,234, 15,800 shares)
Vision Financial Markets LLC reported $93,239,951 across 233 13(f) positions for the quarter ended 2024-12-31