Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001085146-25-004671
Filing Date
2025-08-07
Accepted
2025-08-07 16:11:01
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-08-07

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2099
2 INFORMATION TABLE infotable.html INFORMATION TABLE  
2 INFORMATION TABLE infotable.xml INFORMATION TABLE 50332
  Complete submission text file 0001085146-25-004671.txt   53651
Mailing Address 1902 WRIGHT PLACE SUITE 200 CARLSBAD X1 92008
Business Address 1902 WRIGHT PLACE SUITE 200 CARLSBAD X1 92008 7603491750
Shared Vision Wealth Group LLC (Filer) CIK: 0002008178 (see all company filings)

EIN.: 921529437 | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23633 | Film No.: 251194096