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Disclosery

Fourth Dimension Wealth, LLC: SPLB position timeline

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

Fourth Dimension Wealth, LLC held 66,918 SPLB 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 66,918 shares
    Change vs previous 13F +3,769 shares

    0.47% of the 13F portfolio, value $1,498,963.

    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 63,149 shares
    Change vs previous 13F +2,392 shares

    0.53% of the 13F portfolio, value $1,403,186.

    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 60,757 shares
    Change vs previous 13F +614 shares

    0.5% of the 13F portfolio, value $1,371,890.

    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 60,143 shares
    Change vs previous 13F +3,973 shares

    0.53% of the 13F portfolio, value $1,390,495.

    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 56,170 shares
    Change vs previous 13F +6,581 shares

    0.54% of the 13F portfolio, value $1,267,751.

    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 49,589 shares
    Change vs previous 13F +14,633 shares

    0.54% of the 13F portfolio, value $1,119,226.

    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 34,956 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $777,067.

    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).