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Envision Financial Planning, LLC: DFAI position timeline

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

Envision Financial Planning, LLC held 399,885 DFAI 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 399,885 shares
    Change vs previous 13F +547 shares

    5.37% of the 13F portfolio, value $16,495,252.

    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 399,338 shares
    Change vs previous 13F +2,958 shares

    5.63% of the 13F portfolio, value $15,558,246.

    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 396,380 shares
    Change vs previous 13F -8,539 shares

    5.71% of the 13F portfolio, value $15,106,030.

    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 404,919 shares
    Change vs previous 13F +9,831 shares

    6.24% of the 13F portfolio, value $14,718,811.

    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 395,088 shares
    Change vs previous 13F -4,531 shares

    6.39% of the 13F portfolio, value $13,658,221.

    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 399,619 shares
    Change vs previous 13F +4,686 shares

    6.36% of the 13F portfolio, value $12,480,112.

    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 394,933 shares
    Change vs previous 13F +21,497 shares

    5.96% of the 13F portfolio, value $11,532,050.

    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 373,436 shares
    Change vs previous 13F not available

    6.25% of the 13F portfolio, value $11,867,787.

    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).