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Envision Financial Planning, LLC: BSMU position timeline

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

Envision Financial Planning, LLC held 82,807 BSMU 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 82,807 shares
    Change vs previous 13F +2,463 shares

    0.59% of the 13F portfolio, value $1,815,000.

    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 80,344 shares
    Change vs previous 13F +2,909 shares

    0.63% of the 13F portfolio, value $1,752,593.

    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 77,435 shares
    Change vs previous 13F +699 shares

    0.64% of the 13F portfolio, value $1,705,509.

    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 76,736 shares
    Change vs previous 13F +9,195 shares

    0.71% of the 13F portfolio, value $1,682,056.

    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 67,541 shares
    Change vs previous 13F -113,316 shares

    0.68% of the 13F portfolio, value $1,452,133.

    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 180,857 shares
    Change vs previous 13F +1,337 shares

    1.99% of the 13F portfolio, value $3,902,896.

    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 179,520 shares
    Change vs previous 13F -14,941 shares

    2.02% of the 13F portfolio, value $3,899,176.

    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 194,461 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $4,307,303.

    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).