Shared Vision Wealth Group LLC SEC EDGAR Filings (CIK 0002008178)

SEC EDGAR filings, ownership reports, and insider transactions for Shared Vision Wealth Group LLC.

Business address
1902 Wright Place, Suite 200, Carlsbad, United States, 92008
Top securities (13F)
AAPL, IVV, IUSB, DYNF, QUAL, IVW, EFV, MBB, OEF, SPY, TLH, BINC, IVE, AVGO, IEMG, GOVT, IXUS, VTEB, IAU, and IAGG
Fiscal year end
31 December
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Shared Vision Wealth Group LLC has filed 8 SEC EDGAR filings since 08 Feb 2024

Latest Filings

Recent SEC filings for Shared Vision Wealth Group LLC including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Oct 2025 30 Sep 2025 028-23633
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Aug 2025 30 Jun 2025 028-23633
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 May 2025 31 Mar 2025 028-23633
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2025 31 Dec 2024 028-23633
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2024 30 Sep 2024 028-23633
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jul 2024 30 Jun 2024 028-23633
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2024 31 Mar 2024 028-23633
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2024 31 Dec 2023 028-23633

About this filer

Shared Vision Wealth Group LLC files with the SEC under CIK 0002008178. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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