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Shared Vision Wealth Group LLC: IEMG position timeline

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

Shared Vision Wealth Group LLC held 56,564 IEMG 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 56,564 shares
    Change vs previous 13F -26,398 shares

    1.61% of the 13F portfolio, value $4,685,745.

    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 82,962 shares
    Change vs previous 13F -3,291 shares

    2.36% of the 13F portfolio, value $5,786,633.

    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 86,253 shares
    Change vs previous 13F +13,563 shares

    2.54% of the 13F portfolio, value $6,262,003.

    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 72,690 shares
    Change vs previous 13F +15,850 shares

    2.06% of the 13F portfolio, value $4,874,608.

    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 56,840 shares
    Change vs previous 13F +20,072 shares

    1.71% of the 13F portfolio, value $3,429,172.

    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 36,768 shares
    Change vs previous 13F +12,488 shares

    1.08% of the 13F portfolio, value $1,984,384.

    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 24,280 shares
    Change vs previous 13F +704 shares

    0.67% of the 13F portfolio, value $1,267,880.

    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 23,576 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,353,478.

    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).