Shared Vision Wealth Group LLC: NEAR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shared Vision Wealth Group LLC on NEAR, newest first. How the timeline and the estimate are built.
Shared Vision Wealth Group LLC held 4,047 NEAR shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 4,047 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $205,021.
13F-HR 0002008178-26-000003 filed by Shared Vision Wealth Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,047 sharesChange vs previous 13F +4,047 shares
0.08% of the 13F portfolio, value $205,729.
13F-HR 0002008178-26-000002 filed by Shared Vision Wealth Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -5,489 shares
13F-HR 0002008178-26-000001 filed by Shared Vision Wealth Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 5,489 sharesChange vs previous 13F +36 shares
0.12% of the 13F portfolio, value $281,740.
13F-HR 0002008178-25-000003 filed by Shared Vision Wealth Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,453 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $278,436.
13F-HR 0001085146-25-004671 filed by Shared Vision Wealth Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).