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Disclosery

Fourth Dimension Wealth, LLC: XLI position timeline

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

Fourth Dimension Wealth, LLC held 18,860 XLI 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 18,860 shares
    Change vs previous 13F +1,581 shares

    1.1% of the 13F portfolio, value $3,493,428.

    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 17,279 shares
    Change vs previous 13F -851 shares

    1.06% of the 13F portfolio, value $2,794,535.

    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 18,130 shares
    Change vs previous 13F +1,650 shares

    1.03% of the 13F portfolio, value $2,812,272.

    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 16,480 shares
    Change vs previous 13F +419 shares

    0.97% of the 13F portfolio, value $2,541,699.

    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 16,061 shares
    Change vs previous 13F +784 shares

    1% of the 13F portfolio, value $2,369,311.

    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 15,277 shares
    Change vs previous 13F +350 shares

    0.97% of the 13F portfolio, value $2,002,362.

    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 14,927 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,966,751.

    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).