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Disclosery

Crown Wealth Group, LLC: VIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crown Wealth Group, LLC on VIS, newest first. How the timeline and the estimate are built.

Crown Wealth Group, LLC held 15,058 VIS shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,058 shares
    Change vs previous 13F +1,750 shares

    1.38% of the 13F portfolio, value $5,426,657.

    13F-HR 0002085853-26-000791 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,308 shares
    Change vs previous 13F +2,429 shares

    1.22% of the 13F portfolio, value $4,155,049.

    13F-HR 0002085853-26-000447 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,879 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $3,246,076.

    13F-HR 0002085853-26-000126 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).