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Envision Financial Planning, LLC: DFUS position timeline

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

Envision Financial Planning, LLC held 153,699 DFUS 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 153,699 shares
    Change vs previous 13F -129 shares

    4.1% of the 13F portfolio, value $12,594,121.

    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 153,828 shares
    Change vs previous 13F +1,339 shares

    3.95% of the 13F portfolio, value $10,907,969.

    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 152,489 shares
    Change vs previous 13F -4,807 shares

    4.28% of the 13F portfolio, value $11,310,130.

    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 157,296 shares
    Change vs previous 13F +1,656 shares

    4.83% of the 13F portfolio, value $11,394,490.

    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 155,640 shares
    Change vs previous 13F -1,494 shares

    4.88% of the 13F portfolio, value $10,431,026.

    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 157,134 shares
    Change vs previous 13F -7,680 shares

    4.84% of the 13F portfolio, value $9,503,448.

    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 164,814 shares
    Change vs previous 13F -559 shares

    5.43% of the 13F portfolio, value $10,506,889.

    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 165,373 shares
    Change vs previous 13F not available

    5.42% of the 13F portfolio, value $10,286,170.

    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).