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Disclosery

Fourth Dimension Wealth, LLC: DIA position timeline

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

Fourth Dimension Wealth, LLC held 311 DIA 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 311 shares
    Change vs previous 13F -18,999 shares

    0.05% of the 13F portfolio, value $162,534.

    13F-HR 0002056691-26-000003 filed by Fourth Dimension Wealth, 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 19,310 shares
    Change vs previous 13F +679 shares

    3.39% of the 13F portfolio, value $8,944,394.

    13F-HR 0002056691-26-000002 filed by Fourth Dimension Wealth, 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 18,631 shares
    Change vs previous 13F +240 shares

    3.27% of the 13F portfolio, value $8,953,864.

    13F-HR 0002056691-26-000001 filed by Fourth Dimension Wealth, 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 18,391 shares
    Change vs previous 13F +1,219 shares

    3.25% of the 13F portfolio, value $8,528,692.

    13F-HR 0002056691-25-000006 filed by Fourth Dimension Wealth, 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 17,172 shares
    Change vs previous 13F +1,017 shares

    3.2% of the 13F portfolio, value $7,566,843.

    13F-HR 0002056691-25-000004 filed by Fourth Dimension Wealth, 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 16,155 shares
    Change vs previous 13F +1,181 shares

    3.28% of the 13F portfolio, value $6,783,405.

    13F-HR 0002056691-25-000002 filed by Fourth Dimension Wealth, 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 14,974 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $6,371,392.

    13F-HR 0002056691-25-000001 filed by Fourth Dimension Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).