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Shared Vision Wealth Group LLC: IGEB position timeline

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

Shared Vision Wealth Group LLC held 46,216 IGEB 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 46,216 shares
    Change vs previous 13F -1,450 shares

    0.72% of the 13F portfolio, value $2,084,808.

    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 47,666 shares
    Change vs previous 13F -11,386 shares

    0.88% of the 13F portfolio, value $2,147,852.

    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 59,052 shares
    Change vs previous 13F +6,309 shares

    1.1% of the 13F portfolio, value $2,706,653.

    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 52,743 shares
    Change vs previous 13F -1,376 shares

    1.04% of the 13F portfolio, value $2,445,167.

    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 54,119 shares
    Change vs previous 13F +18,856 shares

    1.22% of the 13F portfolio, value $2,450,496.

    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 35,263 shares
    Change vs previous 13F +2,226 shares

    0.87% of the 13F portfolio, value $1,587,181.

    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 33,037 shares
    Change vs previous 13F -23,389 shares

    0.77% of the 13F portfolio, value $1,465,524.

    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 56,426 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $2,622,121.

    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).