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Shared Vision Wealth Group LLC: ITOT position timeline

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

Shared Vision Wealth Group LLC held 1,382 ITOT 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 1,382 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $227,073.

    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 ยง4.2).