Shared Vision Wealth Group LLC: STIP position timeline

Shared Vision Wealth Group LLC held 3,133 STIP 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 3,133 shares

   Change vs previous 13F +3,133 shares

   0.11% of the 13F portfolio, value $320,092.

   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 0 shares

   Change vs previous 13F -3,246 shares

   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).

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 3,246 shares

   Change vs previous 13F -10,673 shares

   0.13% of the 13F portfolio, value $332,913.

   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 13,919 shares

   Change vs previous 13F +3,719 shares

   0.61% of the 13F portfolio, value $1,441,980.

   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 10,200 shares

   Change vs previous 13F not available

   0.52% of the 13F portfolio, value $1,048,912.

   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).