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Envision Financial Planning, LLC: BSMY position timeline

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

Envision Financial Planning, LLC held 122,522 BSMY 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 122,522 shares
    Change vs previous 13F +7,529 shares

    0.98% of the 13F portfolio, value $3,020,327.

    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 114,993 shares
    Change vs previous 13F +5,770 shares

    1.01% of the 13F portfolio, value $2,789,477.

    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 109,223 shares
    Change vs previous 13F +1,945 shares

    1.02% of the 13F portfolio, value $2,684,832.

    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 107,278 shares
    Change vs previous 13F +88,358 shares

    1.11% of the 13F portfolio, value $2,610,074.

    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 18,920 shares
    Change vs previous 13F +10,114 shares

    0.21% of the 13F portfolio, value $448,711.

    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 8,806 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $211,703.

    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).