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Envision Financial Planning, LLC: BSMW position timeline

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

Envision Financial Planning, LLC held 120,053 BSMW 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 120,053 shares
    Change vs previous 13F +7,169 shares

    0.98% of the 13F portfolio, value $3,018,120.

    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 112,884 shares
    Change vs previous 13F +5,097 shares

    1.02% of the 13F portfolio, value $2,805,609.

    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 107,787 shares
    Change vs previous 13F +779 shares

    1.02% of the 13F portfolio, value $2,706,526.

    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 107,008 shares
    Change vs previous 13F +51,807 shares

    1.13% of the 13F portfolio, value $2,672,519.

    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 55,201 shares
    Change vs previous 13F -114,894 shares

    0.63% of the 13F portfolio, value $1,351,340.

    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 170,095 shares
    Change vs previous 13F +2,601 shares

    2.13% of the 13F portfolio, value $4,184,332.

    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 167,494 shares
    Change vs previous 13F +3,317 shares

    2.17% of the 13F portfolio, value $4,202,421.

    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 164,177 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $4,207,845.

    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).