Skip to content
Disclosery

Fourth Dimension Wealth, LLC: XLF position timeline

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

Fourth Dimension Wealth, LLC held 98,991 XLF 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 98,991 shares
    Change vs previous 13F +2,212 shares

    1.68% of the 13F portfolio, value $5,306,923.

    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 96,779 shares
    Change vs previous 13F +2,492 shares

    1.81% of the 13F portfolio, value $4,778,013.

    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 94,287 shares
    Change vs previous 13F +1,692 shares

    1.88% of the 13F portfolio, value $5,164,062.

    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 92,595 shares
    Change vs previous 13F +4,372 shares

    1.9% of the 13F portfolio, value $4,988,066.

    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 88,223 shares
    Change vs previous 13F +6,938 shares

    1.95% of the 13F portfolio, value $4,620,225.

    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 81,285 shares
    Change vs previous 13F +8,837 shares

    1.96% of the 13F portfolio, value $4,048,792.

    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 72,448 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $3,513,754.

    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).