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Envision Financial Planning, LLC: IBMR position timeline

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

Envision Financial Planning, LLC held 44,351 IBMR 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 44,351 shares
    Change vs previous 13F -178 shares

    0.37% of the 13F portfolio, value $1,126,072.

    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 44,529 shares
    Change vs previous 13F -1,627 shares

    0.41% of the 13F portfolio, value $1,128,810.

    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 46,156 shares
    Change vs previous 13F -315 shares

    0.44% of the 13F portfolio, value $1,173,747.

    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 46,471 shares
    Change vs previous 13F -7,935 shares

    0.5% of the 13F portfolio, value $1,186,405.

    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 54,406 shares
    Change vs previous 13F +838 shares

    0.64% of the 13F portfolio, value $1,372,663.

    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 53,568 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $1,341,343.

    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 53,568 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,338,129.

    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).