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Disclosery

Fourth Dimension Wealth, LLC: IQDG position timeline

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

Fourth Dimension Wealth, LLC held 114,507 IQDG 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 114,507 shares
    Change vs previous 13F +4,969 shares

    1.56% of the 13F portfolio, value $4,932,983.

    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 109,538 shares
    Change vs previous 13F +8,088 shares

    1.67% of the 13F portfolio, value $4,396,847.

    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 101,450 shares
    Change vs previous 13F +1,744 shares

    1.54% of the 13F portfolio, value $4,208,167.

    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 99,706 shares
    Change vs previous 13F +6,856 shares

    1.52% of the 13F portfolio, value $3,976,282.

    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 92,850 shares
    Change vs previous 13F +14,049 shares

    1.55% of the 13F portfolio, value $3,680,547.

    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 78,801 shares
    Change vs previous 13F -5,794 shares

    1.36% of the 13F portfolio, value $2,811,635.

    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 84,595 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $2,893,973.

    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).