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Disclosery

Shared Vision Wealth Group LLC: IVV position timeline

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

Shared Vision Wealth Group LLC held 43,407 IVV 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 43,407 shares
    Change vs previous 13F +8,880 shares

    11.18% of the 13F portfolio, value $32,506,981.

    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 34,527 shares
    Change vs previous 13F -1,663 shares

    9.2% of the 13F portfolio, value $22,553,501.

    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 36,190 shares
    Change vs previous 13F -1,524 shares

    10.2% of the 13F portfolio, value $25,184,421.

    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 37,714 shares
    Change vs previous 13F -646 shares

    10.72% of the 13F portfolio, value $25,312,164.

    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 38,360 shares
    Change vs previous 13F -2,630 shares

    12.16% of the 13F portfolio, value $24,354,640.

    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 40,990 shares
    Change vs previous 13F -3,269 shares

    12.58% of the 13F portfolio, value $23,032,532.

    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 44,259 shares
    Change vs previous 13F -235 shares

    13.71% of the 13F portfolio, value $26,054,200.

    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 44,494 shares
    Change vs previous 13F not available

    13.71% of the 13F portfolio, value $25,665,163.

    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).