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Envision Financial Planning, LLC: IBDU position timeline

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

Envision Financial Planning, LLC held 305,471 IBDU 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 305,471 shares
    Change vs previous 13F +2,075 shares

    2.3% of the 13F portfolio, value $7,074,697.

    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 303,396 shares
    Change vs previous 13F -3,198 shares

    2.55% of the 13F portfolio, value $7,057,010.

    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 306,594 shares
    Change vs previous 13F -285,464 shares

    2.71% of the 13F portfolio, value $7,175,837.

    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 592,058 shares
    Change vs previous 13F +80,049 shares

    5.89% of the 13F portfolio, value $13,895,612.

    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 512,009 shares
    Change vs previous 13F +15,683 shares

    5.59% of the 13F portfolio, value $11,945,185.

    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 496,326 shares
    Change vs previous 13F +11,691 shares

    5.85% of the 13F portfolio, value $11,480,027.

    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 484,635 shares
    Change vs previous 13F +11,710 shares

    5.71% of the 13F portfolio, value $11,049,679.

    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 472,925 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $11,118,477.

    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).