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Shared Vision Wealth Group LLC: SCMB position timeline

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

Shared Vision Wealth Group LLC held 118,406 SCMB 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 118,406 shares
    Change vs previous 13F +61,115 shares

    1.05% of the 13F portfolio, value $3,057,243.

    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 57,291 shares
    Change vs previous 13F +25,291 shares

    0.6% of the 13F portfolio, value $1,459,775.

    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 32,000 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $828,480.

    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 32,000 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $828,800.

    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).