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Disclosery

Fourth Dimension Wealth, LLC: SPYG position timeline

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

Fourth Dimension Wealth, LLC held 15,249 SPYG 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 15,249 shares
    Change vs previous 13F -504 shares

    0.57% of the 13F portfolio, value $1,814,540.

    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 15,753 shares
    Change vs previous 13F -1,119 shares

    0.58% of the 13F portfolio, value $1,542,328.

    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 16,872 shares
    Change vs previous 13F -509 shares

    0.66% of the 13F portfolio, value $1,800,333.

    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 17,381 shares
    Change vs previous 13F -1,111 shares

    0.69% of the 13F portfolio, value $1,816,475.

    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 18,492 shares
    Change vs previous 13F -1,315 shares

    0.74% of the 13F portfolio, value $1,762,699.

    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 19,807 shares
    Change vs previous 13F +3,973 shares

    0.77% of the 13F portfolio, value $1,591,899.

    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 15,834 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,500,492.

    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).