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Disclosery

Shared Vision Wealth Group LLC: EFV position timeline

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

Shared Vision Wealth Group LLC held 52,233 EFV 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 52,233 shares
    Change vs previous 13F -36,579 shares

    1.37% of the 13F portfolio, value $3,998,432.

    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 88,812 shares
    Change vs previous 13F -4,130 shares

    2.69% of the 13F portfolio, value $6,603,172.

    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 92,942 shares
    Change vs previous 13F -6,853 shares

    2.79% of the 13F portfolio, value $6,902,802.

    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 99,795 shares
    Change vs previous 13F -4,543 shares

    2.88% of the 13F portfolio, value $6,800,063.

    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 104,338 shares
    Change vs previous 13F +14,595 shares

    3.3% of the 13F portfolio, value $6,607,734.

    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 89,743 shares
    Change vs previous 13F -11,964 shares

    2.89% of the 13F portfolio, value $5,289,480.

    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 101,707 shares
    Change vs previous 13F +8,266 shares

    2.81% of the 13F portfolio, value $5,336,589.

    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 93,441 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $5,375,661.

    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).