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Disclosery

Fourth Dimension Wealth, LLC: TFI position timeline

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

Fourth Dimension Wealth, LLC held 65,728 TFI 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 65,728 shares
    Change vs previous 13F -42,117 shares

    0.95% of the 13F portfolio, value $3,010,354.

    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 107,845 shares
    Change vs previous 13F +2,348 shares

    1.85% of the 13F portfolio, value $4,889,671.

    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 105,497 shares
    Change vs previous 13F +13,373 shares

    1.76% of the 13F portfolio, value $4,822,284.

    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 92,124 shares
    Change vs previous 13F -874 shares

    1.6% of the 13F portfolio, value $4,198,076.

    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 92,998 shares
    Change vs previous 13F +1,347 shares

    1.75% of the 13F portfolio, value $4,154,200.

    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 91,651 shares
    Change vs previous 13F +15,798 shares

    2% of the 13F portfolio, value $4,130,697.

    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 75,853 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $3,460,393.

    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).