Envision Financial Planning, LLC: IBRX position timeline

Envision Financial Planning, LLC held 10,450 IBRX 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 10,450 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $91,490.

   13F-HR 0001964460-26-000003 filed by Envision Financial Planning, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 10,450 shares

   Change vs previous 13F 0 shares

   0.03% of the 13F portfolio, value $80,152.

   13F-HR 0001964460-26-000002 filed by Envision Financial Planning, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 10,450 shares

   Change vs previous 13F 0 shares

   0.01% of the 13F portfolio, value $20,691.

   13F-HR 0001964460-26-000001 filed by Envision Financial Planning, LLC
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 10,450 shares

   Change vs previous 13F 0 shares

   0.01% of the 13F portfolio, value $25,707.

   13F-HR 0001964460-25-000006 filed by Envision Financial Planning, LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 10,450 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $27,588.

   13F-HR 0001964460-25-000003 filed by Envision Financial Planning, LLC
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).