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Disclosery

Shared Vision Wealth Group LLC: CALI position timeline

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

Shared Vision Wealth Group LLC held 20,687 CALI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,687 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,045,418.

    13F-HR 0002008178-26-000003 filed by Shared Vision 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 20,687 shares
    Change vs previous 13F +6,894 shares

    0.43% of the 13F portfolio, value $1,043,245.

    13F-HR 0002008178-26-000002 filed by Shared Vision 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 13,793 shares
    Change vs previous 13F +6,888 shares

    0.28% of the 13F portfolio, value $697,857.

    13F-HR 0002008178-26-000001 filed by Shared Vision Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,905 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $349,428.

    13F-HR 0002008178-25-000003 filed by Shared Vision Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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