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Disclosery

Fourth Dimension Wealth, LLC: IBTG position timeline

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

Fourth Dimension Wealth, LLC held 92,919 IBTG 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 92,919 shares
    Change vs previous 13F +6,026 shares

    0.67% of the 13F portfolio, value $2,126,909.

    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 86,893 shares
    Change vs previous 13F +5,059 shares

    0.76% of the 13F portfolio, value $1,991,154.

    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 81,834 shares
    Change vs previous 13F +38,251 shares

    0.68% of the 13F portfolio, value $1,871,959.

    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 43,583 shares
    Change vs previous 13F +2,307 shares

    0.38% of the 13F portfolio, value $1,000,235.

    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 41,276 shares
    Change vs previous 13F +31,904 shares

    0.4% of the 13F portfolio, value $946,450.

    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 9,372 shares
    Change vs previous 13F +904 shares

    0.1% of the 13F portfolio, value $214,982.

    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 8,468 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $193,145.

    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).