Shared Vision Wealth Group LLC: HDV position timeline

Shared Vision Wealth Group LLC held 8,184 HDV 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 8,184 shares

   Change vs previous 13F +6,547 shares

   0.08% of the 13F portfolio, value $224,323.

   13F-HR 0002008178-26-000003 filed by Shared Vision Wealth Group LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,637 shares

   Change vs previous 13F -85 shares

   0.09% of the 13F portfolio, value $222,129.

   13F-HR 0002008178-26-000002 filed by Shared Vision Wealth Group LLC
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,722 shares

   Change vs previous 13F +1 shares

   0.09% of the 13F portfolio, value $222,519.

   13F-HR 0002008178-26-000001 filed by Shared Vision Wealth Group LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,721 shares

   Change vs previous 13F +1 shares

   0.09% of the 13F portfolio, value $210,882.

   13F-HR 0002008178-25-000003 filed by Shared Vision Wealth Group LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,720 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $203,401.

   13F-HR 0001085146-25-004671 filed by Shared Vision Wealth Group LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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