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Disclosery

Shared Vision Wealth Group LLC: IVW position timeline

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

Shared Vision Wealth Group LLC held 56,659 IVW 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 56,659 shares
    Change vs previous 13F -2,223 shares

    2.68% of the 13F portfolio, value $7,792,380.

    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 58,882 shares
    Change vs previous 13F +2,472 shares

    2.72% of the 13F portfolio, value $6,660,136.

    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 56,410 shares
    Change vs previous 13F -196 shares

    2.84% of the 13F portfolio, value $7,012,271.

    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 56,606 shares
    Change vs previous 13F -1,162 shares

    2.89% of the 13F portfolio, value $6,819,836.

    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 57,768 shares
    Change vs previous 13F -2,846 shares

    3.29% of the 13F portfolio, value $6,579,774.

    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 60,614 shares
    Change vs previous 13F -1,551 shares

    3.07% of the 13F portfolio, value $5,626,840.

    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 62,165 shares
    Change vs previous 13F -1,418 shares

    3.32% of the 13F portfolio, value $6,311,591.

    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 63,583 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $6,088,065.

    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).