Entity Type
Company
Filer Snapshot
Envision Financial Planning, LLC
CIK 0001964460. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total Filings
13
Latest Filing
15 May 2026
Industry
n/a
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Best next click
Start with the summary below, then verify the strongest source-backed page for this filer.
- Open 13F if you want portfolio holdings.
- Open 13D/G or insider pages only when this CIK has those rows.
Source: SEC Form 13F
View Source Filing
13F-HR filed on 15 May 2026 for CIK 0001964460.
- Business address
- 5100 Poplar Avenue, Suite 2428, Memphis, TN, 38137
- Top 13F securities
- FBND DFAU IBDY GOVT CGCV DUHP DFAE DFAI DIHP IBDW DFUS DFAS +8 more
- State of incorporation
- TN
- Fiscal year end
- 31 December
Filer intelligence
What SEC filings say about Envision Financial Planning, LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $276.39M across 51 reported holdings for Q1 2026.
- Largest parsed 13F holding: FBND at $25.56M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
40%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$110.89M
Compared with $276.39M total 13F value.
Top 5 net change
+$7.34M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: FBND ยท Largest trim: DFAC
FBND
DFAU
IBDY
GOVT
CGCV
Other holdings
Latest update
What changed recently for Envision Financial Planning, LLC
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
15 May 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 15 May 2026.
Benchmark Context
Benchmark context for this company
Envision Financial Planning, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001964460 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
13
First seen
03 Nov 2023
Latest filing
15 May 2026
Entity
Company
Observed form types
13F-HR
N-PX
Latest Filings
Recent SEC filings for Envision Financial Planning, LLC with direct links to document and filing folders.
13F-HR
File 028-23419
13F-HR filing
- Filing date
- 15 May 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23419
13F-HR filing
- Filing date
- 17 Feb 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23419
13F-HR filing
- Filing date
- 14 Nov 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
N-PX
File 028-23419
N-PX filing
- Filing date
- 29 Aug 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23419
13F-HR filing
- Filing date
- 14 Aug 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23419
13F-HR filing
- Filing date
- 14 May 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23419
13F-HR filing
- Filing date
- 13 Feb 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23419
13F-HR filing
- Filing date
- 07 Nov 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
N-PX
File 028-23419
N-PX filing
- Filing date
- 13 Aug 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23419
13F-HR filing
- Filing date
- 31 Jul 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23419
13F-HR filing
- Filing date
- 30 Apr 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23419
13F-HR filing
- Filing date
- 23 Jan 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-23419
13F-HR filing
- Filing date
- 03 Nov 2023
- Reporting date
- 30 Sep 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing