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Disclosery

Fourth Dimension Wealth, LLC: VTV position timeline

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

Fourth Dimension Wealth, LLC held 18,323 VTV 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 18,323 shares
    Change vs previous 13F -547 shares

    1.26% of the 13F portfolio, value $3,993,223.

    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 18,870 shares
    Change vs previous 13F -3,512 shares

    1.4% of the 13F portfolio, value $3,702,342.

    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 22,382 shares
    Change vs previous 13F -129 shares

    1.56% of the 13F portfolio, value $4,274,762.

    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 22,511 shares
    Change vs previous 13F -1,327 shares

    1.6% of the 13F portfolio, value $4,198,141.

    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 23,838 shares
    Change vs previous 13F -8,843 shares

    1.78% of the 13F portfolio, value $4,213,142.

    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 32,681 shares
    Change vs previous 13F +50 shares

    2.73% of the 13F portfolio, value $5,645,331.

    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 32,631 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $5,524,427.

    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).