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Envision Financial Planning, LLC: IVOO position timeline

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

Envision Financial Planning, LLC held 13,691 IVOO 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 13,691 shares
    Change vs previous 13F -82 shares

    0.58% of the 13F portfolio, value $1,785,352.

    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 13,773 shares
    Change vs previous 13F +2,337 shares

    0.57% of the 13F portfolio, value $1,574,624.

    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 11,436 shares
    Change vs previous 13F +856 shares

    0.48% of the 13F portfolio, value $1,278,516.

    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 10,580 shares
    Change vs previous 13F +1,275 shares

    0.5% of the 13F portfolio, value $1,167,804.

    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 9,305 shares
    Change vs previous 13F +903 shares

    0.46% of the 13F portfolio, value $976,897.

    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 8,402 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $829,326.

    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).