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Shared Vision Wealth Group LLC: VLUE position timeline

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

Shared Vision Wealth Group LLC held 2,930 VLUE 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 2,930 shares
    Change vs previous 13F +33 shares

    0.2% of the 13F portfolio, value $585,447.

    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 2,897 shares
    Change vs previous 13F +297 shares

    0.17% of the 13F portfolio, value $411,866.

    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 2,600 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $376,345.

    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 2,600 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $331,266.

    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 2,600 shares
    Change vs previous 13F -40 shares

    0.15% of the 13F portfolio, value $293,630.

    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 2,640 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $281,568.

    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 2,640 shares
    Change vs previous 13F -651 shares

    0.15% of the 13F portfolio, value $278,777.

    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 3,291 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $358,875.

    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).