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Envision Financial Planning, LLC: CGDV position timeline

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

Envision Financial Planning, LLC held 9,459 CGDV 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 9,459 shares
    Change vs previous 13F -328 shares

    0.15% of the 13F portfolio, value $466,116.

    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 9,787 shares
    Change vs previous 13F -1 shares

    0.15% of the 13F portfolio, value $416,373.

    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 9,788 shares
    Change vs previous 13F +58 shares

    0.16% of the 13F portfolio, value $427,140.

    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 9,730 shares
    Change vs previous 13F +32 shares

    0.17% of the 13F portfolio, value $408,943.

    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 9,698 shares
    Change vs previous 13F +29 shares

    0.18% of the 13F portfolio, value $382,976.

    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 9,669 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $344,598.

    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 9,669 shares
    Change vs previous 13F +43 shares

    0.18% of the 13F portfolio, value $340,923.

    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 9,626 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $350,761.

    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).