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Disclosery

Fourth Dimension Wealth, LLC: SPTM position timeline

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

Fourth Dimension Wealth, LLC held 203,501 SPTM 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 203,501 shares
    Change vs previous 13F +7,299 shares

    5.84% of the 13F portfolio, value $18,475,871.

    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 196,202 shares
    Change vs previous 13F +16,169 shares

    5.88% of the 13F portfolio, value $15,511,710.

    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 180,033 shares
    Change vs previous 13F +2,130 shares

    5.42% of the 13F portfolio, value $14,852,837.

    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 177,903 shares
    Change vs previous 13F +10,152 shares

    5.47% of the 13F portfolio, value $14,347,909.

    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 167,751 shares
    Change vs previous 13F +16,880 shares

    5.31% of the 13F portfolio, value $12,562,930.

    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 150,871 shares
    Change vs previous 13F -21,716 shares

    4.96% of the 13F portfolio, value $10,260,724.

    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 172,587 shares
    Change vs previous 13F not available

    6.44% of the 13F portfolio, value $12,343,997.

    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).