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Disclosery

Shared Vision Wealth Group LLC: IVE position timeline

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

Shared Vision Wealth Group LLC held 27,711 IVE 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 27,711 shares
    Change vs previous 13F -7,780 shares

    2.16% of the 13F portfolio, value $6,292,165.

    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 35,491 shares
    Change vs previous 13F +1,095 shares

    3.06% of the 13F portfolio, value $7,493,901.

    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 34,396 shares
    Change vs previous 13F +8,201 shares

    3.02% of the 13F portfolio, value $7,468,737.

    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 26,195 shares
    Change vs previous 13F +2,170 shares

    2.31% of the 13F portfolio, value $5,448,460.

    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 24,025 shares
    Change vs previous 13F +2,072 shares

    2.36% of the 13F portfolio, value $4,732,493.

    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 21,953 shares
    Change vs previous 13F +5,390 shares

    2.28% of the 13F portfolio, value $4,183,824.

    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 16,563 shares
    Change vs previous 13F +396 shares

    1.66% of the 13F portfolio, value $3,161,544.

    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 16,167 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $3,187,715.

    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).