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Envision Financial Planning, LLC: CGCV position timeline

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

Envision Financial Planning, LLC held 639,031 CGCV 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 639,031 shares
    Change vs previous 13F +10,083 shares

    6.82% of the 13F portfolio, value $20,973,001.

    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 628,948 shares
    Change vs previous 13F +24,819 shares

    6.78% of the 13F portfolio, value $18,748,961.

    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 604,129 shares
    Change vs previous 13F +462,425 shares

    6.96% of the 13F portfolio, value $18,419,885.

    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 141,704 shares
    Change vs previous 13F +36,960 shares

    1.81% of the 13F portfolio, value $4,266,715.

    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 104,744 shares
    Change vs previous 13F +21,646 shares

    1.4% of the 13F portfolio, value $2,995,699.

    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 83,098 shares
    Change vs previous 13F +25,984 shares

    1.15% of the 13F portfolio, value $2,253,202.

    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 57,114 shares
    Change vs previous 13F +27,775 shares

    0.78% of the 13F portfolio, value $1,515,805.

    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 29,339 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $799,634.

    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).