Skip to content
Disclosery

Fourth Dimension Wealth, LLC: XLK position timeline

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

Fourth Dimension Wealth, LLC held 96,729 XLK 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 96,729 shares
    Change vs previous 13F -296 shares

    5.83% of the 13F portfolio, value $18,428,693.

    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 97,025 shares
    Change vs previous 13F +908 shares

    4.89% of the 13F portfolio, value $12,894,611.

    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 96,117 shares
    Change vs previous 13F +47,822 shares

    5.05% of the 13F portfolio, value $13,838,053.

    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 48,295 shares
    Change vs previous 13F +1,100 shares

    5.19% of the 13F portfolio, value $13,612,303.

    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 47,195 shares
    Change vs previous 13F +3,133 shares

    5.05% of the 13F portfolio, value $11,951,160.

    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 44,062 shares
    Change vs previous 13F -809 shares

    4.4% of the 13F portfolio, value $9,097,862.

    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 44,871 shares
    Change vs previous 13F not available

    5.46% of the 13F portfolio, value $10,468,820.

    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).