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Disclosery

Fourth Dimension Wealth, LLC: TAFI position timeline

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

Fourth Dimension Wealth, LLC held 35,728 TAFI 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 35,728 shares
    Change vs previous 13F +2,559 shares

    0.28% of the 13F portfolio, value $901,052.

    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 33,169 shares
    Change vs previous 13F +439 shares

    0.32% of the 13F portfolio, value $835,206.

    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 32,730 shares
    Change vs previous 13F +4,312 shares

    0.3% of the 13F portfolio, value $825,124.

    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 28,418 shares
    Change vs previous 13F -662 shares

    0.27% of the 13F portfolio, value $720,105.

    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 29,080 shares
    Change vs previous 13F +428 shares

    0.31% of the 13F portfolio, value $730,192.

    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 28,652 shares
    Change vs previous 13F +5,206 shares

    0.35% of the 13F portfolio, value $718,868.

    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 23,446 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $584,971.

    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).