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Shared Vision Wealth Group LLC: VTEB position timeline

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

Shared Vision Wealth Group LLC held 66,942 VTEB 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 66,942 shares
    Change vs previous 13F +3,540 shares

    1.16% of the 13F portfolio, value $3,385,924.

    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 63,402 shares
    Change vs previous 13F -133 shares

    1.29% of the 13F portfolio, value $3,163,141.

    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 63,535 shares
    Change vs previous 13F -1,878 shares

    1.3% of the 13F portfolio, value $3,211,035.

    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 65,413 shares
    Change vs previous 13F -357 shares

    1.4% of the 13F portfolio, value $3,309,240.

    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 65,770 shares
    Change vs previous 13F +1,959 shares

    1.6% of the 13F portfolio, value $3,201,686.

    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 63,811 shares
    Change vs previous 13F +301 shares

    1.73% of the 13F portfolio, value $3,166,293.

    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 63,510 shares
    Change vs previous 13F +1,774 shares

    1.68% of the 13F portfolio, value $3,183,748.

    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 61,736 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $3,155,935.

    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).