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Envision Financial Planning, LLC: FBND position timeline

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

Envision Financial Planning, LLC held 607,288 FBND 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 607,288 shares
    Change vs previous 13F +47,016 shares

    8.99% of the 13F portfolio, value $27,625,533.

    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 560,272 shares
    Change vs previous 13F +62,385 shares

    9.25% of the 13F portfolio, value $25,559,642.

    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 497,887 shares
    Change vs previous 13F +392,001 shares

    8.67% of the 13F portfolio, value $22,922,717.

    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 105,886 shares
    Change vs previous 13F +13,927 shares

    2.08% of the 13F portfolio, value $4,896,166.

    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 91,959 shares
    Change vs previous 13F +6,162 shares

    1.97% of the 13F portfolio, value $4,207,163.

    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 85,797 shares
    Change vs previous 13F +3,482 shares

    2% of the 13F portfolio, value $3,916,620.

    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 82,315 shares
    Change vs previous 13F +3,759 shares

    1.91% of the 13F portfolio, value $3,693,455.

    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 78,556 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $3,671,723.

    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).