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Disclosery

Fourth Dimension Wealth, LLC: SPYV position timeline

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

Fourth Dimension Wealth, LLC held 22,365 SPYV 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 22,365 shares
    Change vs previous 13F -2,956 shares

    0.43% of the 13F portfolio, value $1,359,569.

    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 25,321 shares
    Change vs previous 13F -2,405 shares

    0.54% of the 13F portfolio, value $1,432,638.

    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 27,726 shares
    Change vs previous 13F +5,772 shares

    0.57% of the 13F portfolio, value $1,575,116.

    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 21,954 shares
    Change vs previous 13F +1,489 shares

    0.46% of the 13F portfolio, value $1,214,706.

    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 20,465 shares
    Change vs previous 13F +3,163 shares

    0.45% of the 13F portfolio, value $1,071,131.

    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 17,302 shares
    Change vs previous 13F +1,420 shares

    0.43% of the 13F portfolio, value $883,633.

    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 15,882 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $883,894.

    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).