Shared Vision Wealth Group LLC: IAGG position timeline

Shared Vision Wealth Group LLC held 9,796 IAGG 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 9,796 shares

   Change vs previous 13F -56,687 shares

   0.17% of the 13F portfolio, value $495,683.

   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 66,483 shares

   Change vs previous 13F +11,671 shares

   1.36% of the 13F portfolio, value $3,326,831.

   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 54,812 shares

   Change vs previous 13F +1,472 shares

   1.11% of the 13F portfolio, value $2,753,215.

   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 53,340 shares

   Change vs previous 13F +17,594 shares

   1.17% of the 13F portfolio, value $2,763,012.

   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 35,746 shares

   Change vs previous 13F not available

   0.91% of the 13F portfolio, value $1,824,476.

   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).