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Shared Vision Wealth Group LLC: SPY position timeline

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

Shared Vision Wealth Group LLC held 23,565 SPY 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 23,565 shares
    Change vs previous 13F +5,695 shares

    6.05% of the 13F portfolio, value $17,597,741.

    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 17,870 shares
    Change vs previous 13F +4,284 shares

    4.74% of the 13F portfolio, value $11,621,601.

    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 13,586 shares
    Change vs previous 13F +4,070 shares

    3.81% of the 13F portfolio, value $9,411,763.

    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 9,516 shares
    Change vs previous 13F +4,434 shares

    2.69% of the 13F portfolio, value $6,354,539.

    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 5,082 shares
    Change vs previous 13F -32 shares

    1.6% of the 13F portfolio, value $3,212,285.

    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 5,114 shares
    Change vs previous 13F -3 shares

    1.56% of the 13F portfolio, value $2,860,889.

    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 5,117 shares
    Change vs previous 13F +39 shares

    1.58% of the 13F portfolio, value $2,998,725.

    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 5,078 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $2,913,767.

    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).