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Envision Financial Planning, LLC: BSSX position timeline

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

Envision Financial Planning, LLC held 108,391 BSSX 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 108,391 shares
    Change vs previous 13F +6,478 shares

    0.91% of the 13F portfolio, value $2,797,038.

    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 101,913 shares
    Change vs previous 13F +4,207 shares

    0.94% of the 13F portfolio, value $2,590,483.

    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 97,706 shares
    Change vs previous 13F -276 shares

    0.96% of the 13F portfolio, value $2,526,179.

    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 97,982 shares
    Change vs previous 13F +51,334 shares

    1.06% of the 13F portfolio, value $2,502,941.

    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 46,648 shares
    Change vs previous 13F -81,707 shares

    0.55% of the 13F portfolio, value $1,169,475.

    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 128,355 shares
    Change vs previous 13F +543 shares

    1.66% of the 13F portfolio, value $3,249,958.

    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 127,812 shares
    Change vs previous 13F +2,660 shares

    1.7% of the 13F portfolio, value $3,291,807.

    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 125,152 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $3,297,750.

    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).