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Disclosery

Fourth Dimension Wealth, LLC: XLC position timeline

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

Fourth Dimension Wealth, LLC held 36,154 XLC 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 36,154 shares
    Change vs previous 13F +883 shares

    1.22% of the 13F portfolio, value $3,873,200.

    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 35,271 shares
    Change vs previous 13F +1,132 shares

    1.48% of the 13F portfolio, value $3,910,158.

    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 34,139 shares
    Change vs previous 13F +498 shares

    1.47% of the 13F portfolio, value $4,018,910.

    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 33,641 shares
    Change vs previous 13F +3,292 shares

    1.52% of the 13F portfolio, value $3,982,051.

    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 30,349 shares
    Change vs previous 13F +2,011 shares

    1.39% of the 13F portfolio, value $3,293,729.

    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 28,338 shares
    Change vs previous 13F +1,313 shares

    1.32% of the 13F portfolio, value $2,733,167.

    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 27,025 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $2,616,241.

    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).