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Disclosery

Fourth Dimension Wealth, LLC: XLY position timeline

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

Fourth Dimension Wealth, LLC held 38,241 XLY 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 38,241 shares
    Change vs previous 13F +600 shares

    1.42% of the 13F portfolio, value $4,484,905.

    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 37,641 shares
    Change vs previous 13F +2,576 shares

    1.56% of the 13F portfolio, value $4,102,075.

    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 35,065 shares
    Change vs previous 13F +17,789 shares

    1.53% of the 13F portfolio, value $4,187,107.

    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 17,276 shares
    Change vs previous 13F +757 shares

    1.58% of the 13F portfolio, value $4,140,020.

    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 16,519 shares
    Change vs previous 13F +2,240 shares

    1.52% of the 13F portfolio, value $3,590,125.

    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 14,279 shares
    Change vs previous 13F +1,428 shares

    1.36% of the 13F portfolio, value $2,819,613.

    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 12,851 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $2,883,114.

    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).