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Disclosery

Shared Vision Wealth Group LLC: EFG position timeline

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

Shared Vision Wealth Group LLC held 34,468 EFG 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 34,468 shares
    Change vs previous 13F +687 shares

    1.47% of the 13F portfolio, value $4,288,521.

    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 33,781 shares
    Change vs previous 13F +23,907 shares

    1.53% of the 13F portfolio, value $3,762,211.

    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 9,874 shares
    Change vs previous 13F -2,985 shares

    0.48% of the 13F portfolio, value $1,186,187.

    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 12,859 shares
    Change vs previous 13F -19,507 shares

    0.63% of the 13F portfolio, value $1,492,170.

    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).

  5. period ended2025-06-30
    13F 32,366 shares
    Change vs previous 13F -1,436 shares

    1.74% of the 13F portfolio, value $3,478,652.

    13F-HR 0001085146-25-004671 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).

  6. period ended2025-03-31
    13F 33,802 shares
    Change vs previous 13F -19,546 shares

    1.85% of the 13F portfolio, value $3,380,208.

    13F-HR 0001085146-25-002545 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).

  7. period ended2024-12-31
    13F 53,348 shares
    Change vs previous 13F +4,583 shares

    2.72% of the 13F portfolio, value $5,165,721.

    13F-HR 0001085146-25-000855 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).

  8. period ended2024-09-30
    13F 48,765 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $5,249,514.

    13F-HR 0001085146-24-005516 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).