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Envision Financial Planning, LLC: AVMC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Envision Financial Planning, LLC on AVMC, newest first. How the timeline and the estimate are built.

Envision Financial Planning, LLC held 143,101 AVMC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,101 shares
    Change vs previous 13F +1,644 shares

    3.74% of the 13F portfolio, value $11,483,848.

    13F-HR 0001964460-26-000003 filed by Envision Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 141,457 shares
    Change vs previous 13F +3,524 shares

    3.7% of the 13F portfolio, value $10,218,867.

    13F-HR 0001964460-26-000002 filed by Envision Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 137,933 shares
    Change vs previous 13F +5,705 shares

    3.68% of the 13F portfolio, value $9,743,606.

    13F-HR 0001964460-26-000001 filed by Envision Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 132,228 shares
    Change vs previous 13F +8,177 shares

    3.9% of the 13F portfolio, value $9,200,603.

    13F-HR 0001964460-25-000006 filed by Envision Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 124,051 shares
    Change vs previous 13F -8,989 shares

    3.84% of the 13F portfolio, value $8,210,944.

    13F-HR 0001964460-25-000003 filed by Envision Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 133,040 shares
    Change vs previous 13F +38,752 shares

    4.2% of the 13F portfolio, value $8,245,798.

    13F-HR 0001356954-25-000005 filed by Envision Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 94,288 shares
    Change vs previous 13F +1,114 shares

    3.17% of the 13F portfolio, value $6,127,746.

    13F-HR 0001964460-25-000001 filed by Envision Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 93,174 shares
    Change vs previous 13F not available

    3.15% of the 13F portfolio, value $5,987,383.

    13F-HR 0001964460-24-000002 filed by Envision Financial Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).