Shared Vision Wealth Group LLC: SCHF position timeline

Shared Vision Wealth Group LLC held 251,098 SCHF 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 251,098 shares

   Change vs previous 13F +61,991 shares

   2.39% of the 13F portfolio, value $6,955,413.

   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 189,107 shares

   Change vs previous 13F +60,757 shares

   1.91% of the 13F portfolio, value $4,680,397.

   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 128,350 shares

   Change vs previous 13F +43,478 shares

   1.32% of the 13F portfolio, value $3,263,939.

   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 84,872 shares

   Change vs previous 13F +72,726 shares

   0.85% of the 13F portfolio, value $2,008,070.

   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 12,146 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $264,660.

   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).