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Envision Financial Planning, LLC: CGMU position timeline

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

Envision Financial Planning, LLC held 263,987 CGMU 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 263,987 shares
    Change vs previous 13F +21,485 shares

    2.36% of the 13F portfolio, value $7,251,714.

    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 242,502 shares
    Change vs previous 13F +14,571 shares

    2.38% of the 13F portfolio, value $6,583,947.

    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 227,931 shares
    Change vs previous 13F +12,374 shares

    2.36% of the 13F portfolio, value $6,240,742.

    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 215,557 shares
    Change vs previous 13F +96,611 shares

    2.49% of the 13F portfolio, value $5,882,541.

    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 118,946 shares
    Change vs previous 13F +78,862 shares

    1.48% of the 13F portfolio, value $3,174,686.

    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 40,084 shares
    Change vs previous 13F +1,728 shares

    0.55% of the 13F portfolio, value $1,075,044.

    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 38,356 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,032,544.

    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).