Envision Financial Planning, LLC

13F Filings History

Latest 13F report: Q3 2024 - Nov 7, 2024
Value $: $190M
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 36 stock holdings with total value $190M as of Q3 2024. Top holdings included DFAU, IBDY, GOVT, IBDW, and DUHP.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
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	$0	$0		DFAU, IBDU, IBDW, DFAE, IBDS	13F-HR	11/2/2023, 09:10 PM