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Disclosery

Fourth Dimension Wealth, LLC: SPIB position timeline

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

Fourth Dimension Wealth, LLC held 82,742 SPIB 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 82,742 shares
    Change vs previous 13F -16,084 shares

    0.88% of the 13F portfolio, value $2,768,531.

    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 98,826 shares
    Change vs previous 13F +1,119 shares

    1.26% of the 13F portfolio, value $3,314,624.

    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 97,707 shares
    Change vs previous 13F +1,856 shares

    1.21% of the 13F portfolio, value $3,303,474.

    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 95,851 shares
    Change vs previous 13F +5,501 shares

    1.24% of the 13F portfolio, value $3,248,382.

    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 90,350 shares
    Change vs previous 13F +9,526 shares

    1.28% of the 13F portfolio, value $3,033,949.

    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 80,824 shares
    Change vs previous 13F +24,687 shares

    1.3% of the 13F portfolio, value $2,686,597.

    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 56,137 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,840,713.

    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).