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Envision Financial Planning, LLC: IBDW position timeline

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

Envision Financial Planning, LLC held 641,798 IBDW 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 641,798 shares
    Change vs previous 13F +2,031 shares

    4.35% of the 13F portfolio, value $13,375,074.

    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 639,767 shares
    Change vs previous 13F +28,311 shares

    4.84% of the 13F portfolio, value $13,390,340.

    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 611,456 shares
    Change vs previous 13F -234,446 shares

    4.89% of the 13F portfolio, value $12,932,303.

    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 845,902 shares
    Change vs previous 13F +122,079 shares

    7.61% of the 13F portfolio, value $17,950,037.

    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 723,823 shares
    Change vs previous 13F +25,857 shares

    7.12% of the 13F portfolio, value $15,229,240.

    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 697,966 shares
    Change vs previous 13F +16,503 shares

    7.38% of the 13F portfolio, value $14,482,784.

    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 681,463 shares
    Change vs previous 13F +21,074 shares

    7.17% of the 13F portfolio, value $13,867,769.

    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 660,389 shares
    Change vs previous 13F not available

    7.38% of the 13F portfolio, value $14,013,459.

    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).