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Envision Financial Planning, LLC: DFLV position timeline

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

Envision Financial Planning, LLC held 109,950 DFLV 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 109,950 shares
    Change vs previous 13F +14,520 shares

    1.41% of the 13F portfolio, value $4,347,420.

    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 95,430 shares
    Change vs previous 13F +1,005 shares

    1.23% of the 13F portfolio, value $3,407,808.

    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 94,425 shares
    Change vs previous 13F +4,034 shares

    1.22% of the 13F portfolio, value $3,230,291.

    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 90,391 shares
    Change vs previous 13F +4,107 shares

    1.26% of the 13F portfolio, value $2,973,862.

    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 86,284 shares
    Change vs previous 13F -11,614 shares

    1.25% of the 13F portfolio, value $2,676,531.

    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 97,898 shares
    Change vs previous 13F +1,757 shares

    1.53% of the 13F portfolio, value $2,992,728.

    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 96,141 shares
    Change vs previous 13F -236 shares

    1.49% of the 13F portfolio, value $2,887,106.

    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 96,377 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $2,969,373.

    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).