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Disclosery

Envision Financial Planning, LLC: XLV position timeline

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

Envision Financial Planning, LLC held 0 XLV 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 0 shares
    Change vs previous 13F -56,649 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 56,649 shares
    Change vs previous 13F +1,742 shares

    3% of the 13F portfolio, value $8,305,397.

    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 54,907 shares
    Change vs previous 13F +33,668 shares

    3.21% of the 13F portfolio, value $8,499,575.

    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 21,239 shares
    Change vs previous 13F +501 shares

    1.25% of the 13F portfolio, value $2,955,785.

    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 20,738 shares
    Change vs previous 13F +1,986 shares

    1.31% of the 13F portfolio, value $2,795,309.

    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 18,752 shares
    Change vs previous 13F -659 shares

    1.4% of the 13F portfolio, value $2,738,002.

    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 19,411 shares
    Change vs previous 13F +2,327 shares

    1.38% of the 13F portfolio, value $2,670,311.

    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 17,084 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $2,631,211.

    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).