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Disclosery

Fourth Dimension Wealth, LLC: SPY position timeline

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

Fourth Dimension Wealth, LLC held 1,506 SPY 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 1,506 shares
    Change vs previous 13F +140 shares

    0.36% of the 13F portfolio, value $1,124,672.

    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 1,366 shares
    Change vs previous 13F +117 shares

    0.34% of the 13F portfolio, value $888,636.

    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 1,249 shares
    Change vs previous 13F +1,086 shares

    0.31% of the 13F portfolio, value $851,580.

    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 163 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $108,588.

    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 163 shares
    Change vs previous 13F -115 shares

    0.04% of the 13F portfolio, value $100,711.

    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 278 shares
    Change vs previous 13F +15 shares

    0.08% of the 13F portfolio, value $155,511.

    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 263 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $154,139.

    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).