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Disclosery

Shared Vision Wealth Group LLC: SCHZ position timeline

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

Shared Vision Wealth Group LLC held 67,085 SCHZ 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 67,085 shares
    Change vs previous 13F +13,274 shares

    0.53% of the 13F portfolio, value $1,551,673.

    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 53,811 shares
    Change vs previous 13F -501 shares

    0.51% of the 13F portfolio, value $1,249,501.

    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 54,312 shares
    Change vs previous 13F -1,572 shares

    0.52% of the 13F portfolio, value $1,274,154.

    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 55,884 shares
    Change vs previous 13F -2,156 shares

    0.56% of the 13F portfolio, value $1,324,450.

    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 58,040 shares
    Change vs previous 13F +300 shares

    0.67% of the 13F portfolio, value $1,340,724.

    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 57,740 shares
    Change vs previous 13F +912 shares

    0.73% of the 13F portfolio, value $1,337,258.

    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 56,828 shares
    Change vs previous 13F +30,749 shares

    0.68% of the 13F portfolio, value $1,289,995.

    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 26,079 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,239,297.

    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).