Skip to content
Disclosery

Envision Financial Planning, LLC: NUE position timeline

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

Envision Financial Planning, LLC held 4,883 NUE 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 4,883 shares
    Change vs previous 13F +599 shares

    0.35% of the 13F portfolio, value $1,087,688.

    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 4,284 shares
    Change vs previous 13F +19 shares

    0.26% of the 13F portfolio, value $724,537.

    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 4,265 shares
    Change vs previous 13F +1 shares

    0.26% of the 13F portfolio, value $695,609.

    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 4,264 shares
    Change vs previous 13F -9 shares

    0.24% of the 13F portfolio, value $577,428.

    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 4,273 shares
    Change vs previous 13F +532 shares

    0.26% of the 13F portfolio, value $553,610.

    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 3,741 shares
    Change vs previous 13F +321 shares

    0.23% of the 13F portfolio, value $450,151.

    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 3,420 shares
    Change vs previous 13F -200 shares

    0.21% of the 13F portfolio, value $399,148.

    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 3,620 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $544,158.

    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).