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Envision Financial Planning, LLC: DIHP position timeline

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

Envision Financial Planning, LLC held 438,588 DIHP 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 438,588 shares
    Change vs previous 13F +9,559 shares

    4.87% of the 13F portfolio, value $14,966,824.

    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 429,029 shares
    Change vs previous 13F +15,197 shares

    5% of the 13F portfolio, value $13,823,339.

    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 413,832 shares
    Change vs previous 13F -589 shares

    4.95% of the 13F portfolio, value $13,104,001.

    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 414,421 shares
    Change vs previous 13F +24,380 shares

    5.34% of the 13F portfolio, value $12,596,338.

    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 390,041 shares
    Change vs previous 13F -9,171 shares

    5.38% of the 13F portfolio, value $11,502,316.

    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 399,212 shares
    Change vs previous 13F +15,930 shares

    5.48% of the 13F portfolio, value $10,754,772.

    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 383,282 shares
    Change vs previous 13F +12,806 shares

    5% of the 13F portfolio, value $9,670,213.

    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 370,476 shares
    Change vs previous 13F not available

    5.4% of the 13F portfolio, value $10,262,192.

    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).