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Disclosery

Shared Vision Wealth Group LLC: EUSB position timeline

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

Shared Vision Wealth Group LLC held 14,274 EUSB 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 14,274 shares
    Change vs previous 13F +3,465 shares

    0.21% of the 13F portfolio, value $620,224.

    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 10,809 shares
    Change vs previous 13F -1,279 shares

    0.19% of the 13F portfolio, value $470,210.

    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 12,088 shares
    Change vs previous 13F -11,640 shares

    0.22% of the 13F portfolio, value $531,948.

    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 23,728 shares
    Change vs previous 13F +3,318 shares

    0.45% of the 13F portfolio, value $1,051,863.

    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 20,410 shares
    Change vs previous 13F -7,613 shares

    0.44% of the 13F portfolio, value $884,148.

    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 28,023 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $1,213,940.

    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 28,023 shares
    Change vs previous 13F +78 shares

    0.63% of the 13F portfolio, value $1,190,401.

    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 27,945 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,237,959.

    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).