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Disclosery

Envision Financial Planning, LLC: IBDY position timeline

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

Envision Financial Planning, LLC held 737,993 IBDY 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 737,993 shares
    Change vs previous 13F -100,614 shares

    6.18% of the 13F portfolio, value $18,999,618.

    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 838,607 shares
    Change vs previous 13F +49,816 shares

    7.84% of the 13F portfolio, value $21,678,003.

    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 788,791 shares
    Change vs previous 13F +696 shares

    7.8% of the 13F portfolio, value $20,618,985.

    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 788,095 shares
    Change vs previous 13F +110,499 shares

    8.77% of the 13F portfolio, value $20,671,725.

    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 677,596 shares
    Change vs previous 13F +26,925 shares

    8.21% of the 13F portfolio, value $17,553,140.

    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 650,671 shares
    Change vs previous 13F +16,389 shares

    8.48% of the 13F portfolio, value $16,631,163.

    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 634,282 shares
    Change vs previous 13F +18,121 shares

    8.23% of the 13F portfolio, value $15,920,469.

    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 616,161 shares
    Change vs previous 13F not available

    8.56% of the 13F portfolio, value $16,266,655.

    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).