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Envision Financial Planning, LLC: DFAS position timeline

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

Envision Financial Planning, LLC held 143,153 DFAS 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 143,153 shares
    Change vs previous 13F -1,469 shares

    3.84% of the 13F portfolio, value $11,787,194.

    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 144,622 shares
    Change vs previous 13F +1,560 shares

    3.72% of the 13F portfolio, value $10,287,012.

    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 143,062 shares
    Change vs previous 13F +2,615 shares

    3.77% of the 13F portfolio, value $9,967,136.

    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 140,447 shares
    Change vs previous 13F +5,953 shares

    4.08% of the 13F portfolio, value $9,614,986.

    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 134,494 shares
    Change vs previous 13F -11,656 shares

    4.01% of the 13F portfolio, value $8,568,629.

    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 146,150 shares
    Change vs previous 13F +3,886 shares

    4.45% of the 13F portfolio, value $8,732,488.

    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 142,264 shares
    Change vs previous 13F +749 shares

    4.78% of the 13F portfolio, value $9,258,543.

    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 141,515 shares
    Change vs previous 13F not available

    4.83% of the 13F portfolio, value $9,178,692.

    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).