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Disclosery

Fourth Dimension Wealth, LLC: XLP position timeline

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

Fourth Dimension Wealth, LLC held 25,386 XLP 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 25,386 shares
    Change vs previous 13F +1,251 shares

    0.67% of the 13F portfolio, value $2,108,799.

    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 24,135 shares
    Change vs previous 13F +1,664 shares

    0.75% of the 13F portfolio, value $1,978,611.

    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 22,471 shares
    Change vs previous 13F +820 shares

    0.64% of the 13F portfolio, value $1,745,551.

    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 21,651 shares
    Change vs previous 13F +1,088 shares

    0.65% of the 13F portfolio, value $1,696,784.

    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 20,563 shares
    Change vs previous 13F +1,715 shares

    0.7% of the 13F portfolio, value $1,665,026.

    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 18,848 shares
    Change vs previous 13F -4,675 shares

    0.74% of the 13F portfolio, value $1,539,296.

    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 23,523 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,849,117.

    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).