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Fourth Dimension Wealth, LLC: SPTI position timeline

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

Fourth Dimension Wealth, LLC held 256,318 SPTI 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 256,318 shares
    Change vs previous 13F -71,239 shares

    2.3% of the 13F portfolio, value $7,276,866.

    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 327,557 shares
    Change vs previous 13F +8,466 shares

    3.56% of the 13F portfolio, value $9,387,783.

    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 319,091 shares
    Change vs previous 13F +5,246 shares

    3.36% of the 13F portfolio, value $9,202,580.

    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 313,845 shares
    Change vs previous 13F +22,742 shares

    3.46% of the 13F portfolio, value $9,070,119.

    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 291,103 shares
    Change vs previous 13F +34,068 shares

    3.54% of the 13F portfolio, value $8,375,017.

    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 257,035 shares
    Change vs previous 13F +77,559 shares

    3.55% of the 13F portfolio, value $7,346,071.

    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 179,476 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $5,009,117.

    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).