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Disclosery

Shared Vision Wealth Group LLC: IWR position timeline

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

Shared Vision Wealth Group LLC held 2,592 IWR 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 2,592 shares
    Change vs previous 13F -56 shares

    0.1% of the 13F portfolio, value $285,920.

    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 2,648 shares
    Change vs previous 13F -280 shares

    0.11% of the 13F portfolio, value $257,418.

    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 2,928 shares
    Change vs previous 13F +54 shares

    0.12% of the 13F portfolio, value $294,182.

    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 2,874 shares
    Change vs previous 13F +120 shares

    0.12% of the 13F portfolio, value $275,836.

    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 2,754 shares
    Change vs previous 13F -64 shares

    0.13% of the 13F portfolio, value $258,112.

    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 2,818 shares
    Change vs previous 13F +299 shares

    0.13% of the 13F portfolio, value $239,700.

    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 2,519 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $222,680.

    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).