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Disclosery

Shared Vision Wealth Group LLC: TLH position timeline

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

Shared Vision Wealth Group LLC held 46,226 TLH 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 46,226 shares
    Change vs previous 13F -9,276 shares

    1.59% of the 13F portfolio, value $4,638,822.

    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 55,502 shares
    Change vs previous 13F -763 shares

    2.28% of the 13F portfolio, value $5,590,155.

    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 56,265 shares
    Change vs previous 13F -1,490 shares

    2.33% of the 13F portfolio, value $5,764,392.

    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 57,755 shares
    Change vs previous 13F +12,261 shares

    2.58% of the 13F portfolio, value $6,085,064.

    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 45,494 shares
    Change vs previous 13F +10,911 shares

    2.28% of the 13F portfolio, value $4,571,650.

    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 34,583 shares
    Change vs previous 13F +25,833 shares

    1.96% of the 13F portfolio, value $3,588,010.

    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 8,750 shares
    Change vs previous 13F -144 shares

    0.46% of the 13F portfolio, value $871,005.

    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 8,894 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $972,344.

    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).