Skip to content
Disclosery

Shared Vision Wealth Group LLC: IUSB position timeline

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

Shared Vision Wealth Group LLC held 455,884 IUSB 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 455,884 shares
    Change vs previous 13F +59,657 shares

    7.23% of the 13F portfolio, value $21,039,057.

    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 396,227 shares
    Change vs previous 13F +1,096 shares

    7.47% of the 13F portfolio, value $18,301,731.

    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 395,131 shares
    Change vs previous 13F -3,627 shares

    7.48% of the 13F portfolio, value $18,464,463.

    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 398,758 shares
    Change vs previous 13F -30,955 shares

    7.95% of the 13F portfolio, value $18,785,513.

    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 429,713 shares
    Change vs previous 13F -40,282 shares

    9.87% of the 13F portfolio, value $19,762,501.

    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 469,995 shares
    Change vs previous 13F -3,053 shares

    11.83% of the 13F portfolio, value $21,657,382.

    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 473,048 shares
    Change vs previous 13F -12,370 shares

    11.25% of the 13F portfolio, value $21,381,787.

    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 485,418 shares
    Change vs previous 13F not available

    12.22% of the 13F portfolio, value $22,872,899.

    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).