• 13F History

Envision Financial Planning, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 13, 2025
Value $
$194M
Signature - Title
Jordan Green - Counsel
Location
Memphis, TN
Summary
This page shows a list of all the recent 13F filings made by Envision Financial Planning, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Envision Financial Planning, LLC reported 46 stock holdings with total value $194M as of Q4 2024. Top holdings included DFAU, IBDY, GOVT, DUHP, and IBDW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 46 $194M +$10.5M -$1.64M +$8.82M DFAU, IBDY, GOVT, DUHP, IBDW 13F-HR 2/13/2025, 02:41 PM
Q3 2024 36 $190M +$53.3M -$759K +$52.5M DFAU, IBDY, GOVT, IBDW, DUHP 13F-HR 11/7/2024, 08:37 AM
Q2 2024 31 $131M +$7.27M -$211K +$7.06M DFAU, IBDY, IBDW, DFAE, IBDU 13F-HR 7/30/2024, 05:32 PM
Q1 2024 29 $124M +$11.6M -$5.51M +$6.09M DFAU, IBDY, IBDW, DFAE, IBDU 13F-HR 4/30/2024, 03:11 PM
Q4 2023 30 $114M +$18.6M -$13.5M +$5.18M DFAU, IBDY, IBDW, IBDU, DFUS 13F-HR 1/23/2024, 01:59 PM
Q3 2023 24 $101M DFAU, IBDU, IBDW, DFAE, IBDS 13F-HR 11/2/2023, 09:10 PM