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Fourth Dimension Wealth, LLC: IUSG position timeline

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

Fourth Dimension Wealth, LLC held 4,273 IUSG 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 4,273 shares
    Change vs previous 13F -988 shares

    0.25% of the 13F portfolio, value $803,608.

    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 5,261 shares
    Change vs previous 13F +451 shares

    0.31% of the 13F portfolio, value $816,049.

    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 4,810 shares
    Change vs previous 13F +314 shares

    0.29% of the 13F portfolio, value $807,741.

    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 4,496 shares
    Change vs previous 13F +193 shares

    0.28% of the 13F portfolio, value $739,697.

    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 4,303 shares
    Change vs previous 13F +426 shares

    0.27% of the 13F portfolio, value $647,235.

    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 3,877 shares
    Change vs previous 13F +56 shares

    0.24% of the 13F portfolio, value $492,734.

    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 3,821 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $532,498.

    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).