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Envision Financial Planning, LLC: DFAE position timeline

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

Envision Financial Planning, LLC held 449,919 DFAE 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 449,919 shares
    Change vs previous 13F -14,752 shares

    5.89% of the 13F portfolio, value $18,091,248.

    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 464,671 shares
    Change vs previous 13F +1,983 shares

    5.69% of the 13F portfolio, value $15,733,766.

    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 462,688 shares
    Change vs previous 13F -13,562 shares

    5.7% of the 13F portfolio, value $15,069,738.

    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 476,250 shares
    Change vs previous 13F +5,045 shares

    6.37% of the 13F portfolio, value $15,016,156.

    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 471,205 shares
    Change vs previous 13F -30,373 shares

    6.38% of the 13F portfolio, value $13,641,406.

    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 501,578 shares
    Change vs previous 13F +14,765 shares

    6.62% of the 13F portfolio, value $12,985,863.

    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 486,813 shares
    Change vs previous 13F +9,133 shares

    6.38% of the 13F portfolio, value $12,350,438.

    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 477,680 shares
    Change vs previous 13F not available

    6.89% of the 13F portfolio, value $13,093,211.

    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).