Skip to content
Disclosery

Fourth Dimension Wealth, LLC: VUG position timeline

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

Fourth Dimension Wealth, LLC held 71,299 VUG 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 71,299 shares
    Change vs previous 13F +59,058 shares

    1.94% of the 13F portfolio, value $6,141,662.

    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 12,241 shares
    Change vs previous 13F -1,864 shares

    2.03% of the 13F portfolio, value $5,346,937.

    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 14,105 shares
    Change vs previous 13F -73 shares

    2.51% of the 13F portfolio, value $6,881,477.

    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 14,178 shares
    Change vs previous 13F -1,192 shares

    2.59% of the 13F portfolio, value $6,799,838.

    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 15,370 shares
    Change vs previous 13F -5,334 shares

    2.85% of the 13F portfolio, value $6,738,080.

    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 20,704 shares
    Change vs previous 13F -27 shares

    3.71% of the 13F portfolio, value $7,677,356.

    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 20,731 shares
    Change vs previous 13F not available

    4.44% of the 13F portfolio, value $8,508,714.

    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).