Shared Vision Wealth Group LLC: PWZ position timeline

Shared Vision Wealth Group LLC held 310,889 PWZ 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 310,889 shares

   Change vs previous 13F +275,580 shares

   2.62% of the 13F portfolio, value $7,619,889.

   13F-HR 0002008178-26-000003 filed by Shared Vision Wealth Group LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 35,309 shares

   Change vs previous 13F 0 shares

   0.34% of the 13F portfolio, value $842,826.

   13F-HR 0002008178-26-000002 filed by Shared Vision Wealth Group LLC
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 35,309 shares

   Change vs previous 13F 0 shares

   0.35% of the 13F portfolio, value $852,712.

   13F-HR 0002008178-26-000001 filed by Shared Vision Wealth Group LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 35,309 shares

   Change vs previous 13F +17,000 shares

   0.36% of the 13F portfolio, value $858,009.

   13F-HR 0002008178-25-000003 filed by Shared Vision Wealth Group LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 18,309 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $419,276.

   13F-HR 0001085146-25-004671 filed by Shared Vision Wealth Group LLC
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).