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Envision Financial Planning, LLC: IBMQ position timeline

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

Envision Financial Planning, LLC held 48,131 IBMQ 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 48,131 shares
    Change vs previous 13F +3,338 shares

    0.4% of the 13F portfolio, value $1,231,203.

    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 44,793 shares
    Change vs previous 13F +862 shares

    0.41% of the 13F portfolio, value $1,143,578.

    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 43,931 shares
    Change vs previous 13F +279 shares

    0.42% of the 13F portfolio, value $1,123,534.

    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 43,652 shares
    Change vs previous 13F -40,830 shares

    0.47% of the 13F portfolio, value $1,119,236.

    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 84,482 shares
    Change vs previous 13F -5,415 shares

    1% of the 13F portfolio, value $2,146,711.

    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 89,897 shares
    Change vs previous 13F -4,305 shares

    1.16% of the 13F portfolio, value $2,273,486.

    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 94,202 shares
    Change vs previous 13F -40,710 shares

    1.23% of the 13F portfolio, value $2,372,005.

    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 134,912 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $3,457,797.

    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).