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Envision Financial Planning, LLC: BSMV position timeline

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

Envision Financial Planning, LLC held 117,801 BSMV 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 117,801 shares
    Change vs previous 13F +7,543 shares

    0.8% of the 13F portfolio, value $2,472,056.

    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 110,258 shares
    Change vs previous 13F +3,840 shares

    0.83% of the 13F portfolio, value $2,302,222.

    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 106,418 shares
    Change vs previous 13F +2,110 shares

    0.85% of the 13F portfolio, value $2,249,144.

    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 104,308 shares
    Change vs previous 13F +53,565 shares

    0.93% of the 13F portfolio, value $2,191,511.

    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 50,743 shares
    Change vs previous 13F -160,162 shares

    0.49% of the 13F portfolio, value $1,046,338.

    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 210,905 shares
    Change vs previous 13F +4,320 shares

    2.23% of the 13F portfolio, value $4,372,057.

    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 206,585 shares
    Change vs previous 13F +4,714 shares

    2.23% of the 13F portfolio, value $4,323,833.

    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 201,871 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $4,300,862.

    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).