13F Filings History of Envision Financial Planning, LLC

Latest 13F report
Q3 2025 - 14 Nov 2025
Value $
$235,821,481
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 45 stock holdings with total value $235,821,481 as of Q3 2025. Top holdings included DFAU, IBDY, GOVT, IBDW, and DUHP.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 45 $235,821,481 +$26,528,063 -$13,321,904 +$13,206,159 DFAU, IBDY, GOVT, IBDW, DUHP 13F-HR 14 Nov 2025, 16:03
Q2 2025 49 $213,855,207 +$21,793,391 -$14,299,096 +$7,494,295 DFAU, IBDY, GOVT, IBDW, DUHP 13F-HR 14 Aug 2025, 15:17
Q1 2025 41 $196,204,583 +$7,835,057 -$4,716,767 +$3,118,290 DFAU, IBDY, GOVT, IBDW, DUHP 13F-HR 14 May 2025, 17:09
Q4 2024 46 $193,505,548 +$10,460,682 -$1,639,761 +$8,820,921 DFAU, IBDY, GOVT, DUHP, IBDW 13F-HR 13 Feb 2025, 14:41
Q3 2024 36 $189,955,061 +$53,305,560 -$759,179 +$52,546,381 DFAU, IBDY, GOVT, IBDW, DUHP 13F-HR 07 Nov 2024, 08:37
Q2 2024 31 $130,926,740 +$7,270,267 -$211,423 +$7,058,844 DFAU, IBDY, IBDW, DFAE, IBDU 13F-HR 30 Jul 2024, 17:32
Q1 2024 29 $123,869,470 +$11,600,407 -$5,506,644 +$6,093,763 DFAU, IBDY, IBDW, DFAE, IBDU 13F-HR 30 Apr 2024, 15:11
Q4 2023 30 $114,175,873 +$18,641,378 -$13,458,924 +$5,182,454 DFAU, IBDY, IBDW, IBDU, DFUS 13F-HR 23 Jan 2024, 13:59
Q3 2023 24 $101,001,759 $0 $0 $0 DFAU, IBDU, IBDW, DFAE, IBDS 13F-HR 02 Nov 2023, 21:10