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Disclosery

Fourth Dimension Wealth, LLC: SPDW position timeline

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

Fourth Dimension Wealth, LLC held 154,291 SPDW 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 154,291 shares
    Change vs previous 13F +4,951 shares

    2.46% of the 13F portfolio, value $7,774,697.

    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 149,340 shares
    Change vs previous 13F +2,815 shares

    2.59% of the 13F portfolio, value $6,817,365.

    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 146,525 shares
    Change vs previous 13F +954 shares

    2.37% of the 13F portfolio, value $6,507,142.

    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 145,571 shares
    Change vs previous 13F +7,847 shares

    2.38% of the 13F portfolio, value $6,228,990.

    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 137,724 shares
    Change vs previous 13F +13,433 shares

    2.35% of the 13F portfolio, value $5,576,452.

    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 124,291 shares
    Change vs previous 13F +18,598 shares

    2.19% of the 13F portfolio, value $4,525,444.

    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 105,693 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $3,607,313.

    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).