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Shared Vision Wealth Group LLC: MBB position timeline

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

Shared Vision Wealth Group LLC held 71,299 MBB 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 71,299 shares
    Change vs previous 13F +3,290 shares

    2.32% of the 13F portfolio, value $6,739,221.

    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 68,009 shares
    Change vs previous 13F -2,822 shares

    2.63% of the 13F portfolio, value $6,457,486.

    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 70,831 shares
    Change vs previous 13F +1,129 shares

    2.75% of the 13F portfolio, value $6,782,089.

    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 69,702 shares
    Change vs previous 13F +2,178 shares

    2.83% of the 13F portfolio, value $6,694,861.

    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 67,524 shares
    Change vs previous 13F +4,883 shares

    3.14% of the 13F portfolio, value $6,284,424.

    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 62,641 shares
    Change vs previous 13F -5,325 shares

    3.21% of the 13F portfolio, value $5,874,441.

    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 67,966 shares
    Change vs previous 13F +2,974 shares

    3.28% of the 13F portfolio, value $6,231,109.

    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 64,992 shares
    Change vs previous 13F not available

    3.33% of the 13F portfolio, value $6,226,922.

    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).