Envision Financial Planning, LLC: GOVT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Envision Financial Planning, LLC on GOVT, newest first. How the timeline and the estimate are built.
Envision Financial Planning, LLC held 847,680 GOVT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 847,680 sharesChange vs previous 13F -80,209 shares
6.28% of the 13F portfolio, value $19,310,142.
13F-HR 0001964460-26-000003 filed by Envision Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 927,889 sharesChange vs previous 13F +60,512 shares
7.69% of the 13F portfolio, value $21,257,940.
13F-HR 0001964460-26-000002 filed by Envision Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 867,377 sharesChange vs previous 13F +15,068 shares
7.55% of the 13F portfolio, value $19,971,348.
13F-HR 0001964460-26-000001 filed by Envision Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 852,309 sharesChange vs previous 13F +135,434 shares
8.36% of the 13F portfolio, value $19,705,388.
13F-HR 0001964460-25-000006 filed by Envision Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 716,875 sharesChange vs previous 13F +27,291 shares
7.7% of the 13F portfolio, value $16,473,794.
13F-HR 0001964460-25-000003 filed by Envision Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 689,584 sharesChange vs previous 13F +20,495 shares
8.08% of the 13F portfolio, value $15,850,078.
13F-HR 0001356954-25-000005 filed by Envision Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 669,089 sharesChange vs previous 13F +24,703 shares
7.95% of the 13F portfolio, value $15,375,658.
13F-HR 0001964460-25-000001 filed by Envision Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 644,386 sharesChange vs previous 13F not available
7.95% of the 13F portfolio, value $15,110,848.
13F-HR 0001964460-24-000002 filed by Envision Financial Planning, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).