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Disclosery

Shared Vision Wealth Group LLC: IXUS position timeline

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

Shared Vision Wealth Group LLC held 18,527 IXUS 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 18,527 shares
    Change vs previous 13F +396 shares

    0.61% of the 13F portfolio, value $1,768,209.

    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 18,131 shares
    Change vs previous 13F -14,325 shares

    0.64% of the 13F portfolio, value $1,570,885.

    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 32,456 shares
    Change vs previous 13F -7,194 shares

    1.18% of the 13F portfolio, value $2,907,709.

    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 39,650 shares
    Change vs previous 13F -633 shares

    1.4% of the 13F portfolio, value $3,310,390.

    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 40,283 shares
    Change vs previous 13F +20,565 shares

    1.54% of the 13F portfolio, value $3,088,074.

    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 19,718 shares
    Change vs previous 13F -1,697 shares

    0.75% of the 13F portfolio, value $1,376,527.

    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 21,415 shares
    Change vs previous 13F +2,186 shares

    0.75% of the 13F portfolio, value $1,416,360.

    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 19,229 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,396,574.

    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).