Shared Vision Wealth Group LLC: SOXX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shared Vision Wealth Group LLC on SOXX, newest first. How the timeline and the estimate are built.
Shared Vision Wealth Group LLC held 606 SOXX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 606 sharesChange vs previous 13F +606 shares
0.13% of the 13F portfolio, value $388,336.
13F-HR 0002008178-26-000003 filed by Shared Vision Wealth Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 0 sharesChange vs previous 13F -606 shares
13F-HR 0002008178-26-000002 filed by Shared Vision Wealth Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 606 sharesChange vs previous 13F +606 shares
0.08% of the 13F portfolio, value $207,919.
13F-HR 0002008178-26-000001 filed by Shared Vision Wealth Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -927 shares
13F-HR 0001085146-25-000855 filed by Shared Vision Wealth Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 927 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $213,770.
13F-HR 0001085146-24-005516 filed by Shared Vision Wealth Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).