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Disclosery

Shared Vision Wealth Group LLC: IDEF position timeline

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

Shared Vision Wealth Group LLC held 62,259 IDEF 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 62,259 shares
    Change vs previous 13F +2,887 shares

    0.68% of the 13F portfolio, value $1,978,579.

    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 59,372 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,942,652.

    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).