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Value $
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$190M
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Signature - Title
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Jordan Green - Counsel
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Location
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Memphis, TN
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Summary
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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.