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Disclosery

Shared Vision Wealth Group LLC: TLT position timeline

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

Shared Vision Wealth Group LLC held 5,707 TLT 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 5,707 shares
    Change vs previous 13F -1,046 shares

    0.17% of the 13F portfolio, value $493,185.

    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 6,753 shares
    Change vs previous 13F -2,765 shares

    0.24% of the 13F portfolio, value $585,375.

    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 9,518 shares
    Change vs previous 13F +1,916 shares

    0.34% of the 13F portfolio, value $840,952.

    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 7,602 shares
    Change vs previous 13F -1,643 shares

    0.3% of the 13F portfolio, value $699,883.

    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 9,245 shares
    Change vs previous 13F -3,264 shares

    0.4% of the 13F portfolio, value $803,538.

    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 12,509 shares
    Change vs previous 13F -16,696 shares

    0.62% of the 13F portfolio, value $1,138,659.

    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 29,205 shares
    Change vs previous 13F +2,523 shares

    1.34% of the 13F portfolio, value $2,550,497.

    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 26,682 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $2,617,461.

    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).