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Shared Vision Wealth Group LLC: QUAL position timeline

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

Shared Vision Wealth Group LLC held 8,583 QUAL 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 8,583 shares
    Change vs previous 13F -13,328 shares

    0.65% of the 13F portfolio, value $1,883,313.

    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 21,911 shares
    Change vs previous 13F -2,992 shares

    1.71% of the 13F portfolio, value $4,202,713.

    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 24,903 shares
    Change vs previous 13F -10,933 shares

    2.05% of the 13F portfolio, value $5,073,547.

    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 35,836 shares
    Change vs previous 13F -3,237 shares

    2.96% of the 13F portfolio, value $6,982,734.

    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 39,073 shares
    Change vs previous 13F +908 shares

    3.59% of the 13F portfolio, value $7,194,212.

    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 38,165 shares
    Change vs previous 13F +2,390 shares

    3.56% of the 13F portfolio, value $6,522,059.

    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 35,775 shares
    Change vs previous 13F +178 shares

    3.35% of the 13F portfolio, value $6,370,793.

    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 35,597 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $6,382,599.

    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).