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Disclosery

Shared Vision Wealth Group LLC: IJR position timeline

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

Shared Vision Wealth Group LLC held 4,681 IJR 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 4,681 shares
    Change vs previous 13F +1,113 shares

    0.24% of the 13F portfolio, value $694,214.

    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 3,568 shares
    Change vs previous 13F -674 shares

    0.18% of the 13F portfolio, value $443,588.

    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 4,242 shares
    Change vs previous 13F -160 shares

    0.22% of the 13F portfolio, value $543,586.

    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 4,402 shares
    Change vs previous 13F -176 shares

    0.22% of the 13F portfolio, value $523,497.

    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 4,578 shares
    Change vs previous 13F +398 shares

    0.25% of the 13F portfolio, value $504,881.

    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 4,180 shares
    Change vs previous 13F +96 shares

    0.24% of the 13F portfolio, value $437,079.

    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 4,084 shares
    Change vs previous 13F -192 shares

    0.25% of the 13F portfolio, value $470,607.

    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 4,276 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $500,140.

    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).