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Envision Financial Planning, LLC: DFAU position timeline

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

Envision Financial Planning, LLC held 524,562 DFAU 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 524,562 shares
    Change vs previous 13F +607 shares

    8.82% of the 13F portfolio, value $27,114,598.

    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 523,955 shares
    Change vs previous 13F +23,951 shares

    8.55% of the 13F portfolio, value $23,640,864.

    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 500,004 shares
    Change vs previous 13F -10,889 shares

    8.85% of the 13F portfolio, value $23,400,200.

    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 510,893 shares
    Change vs previous 13F +17,843 shares

    9.91% of the 13F portfolio, value $23,378,469.

    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 493,050 shares
    Change vs previous 13F -1,651 shares

    9.77% of the 13F portfolio, value $20,885,609.

    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 494,701 shares
    Change vs previous 13F -27,701 shares

    9.69% of the 13F portfolio, value $19,016,322.

    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 522,402 shares
    Change vs previous 13F +10,779 shares

    10.93% of the 13F portfolio, value $21,152,071.

    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 511,623 shares
    Change vs previous 13F not available

    10.69% of the 13F portfolio, value $20,306,308.

    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).