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New Dimensions Wealth Management, LLC: DFEM position timeline

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

New Dimensions Wealth Management, LLC held 342,272 DFEM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 342,272 shares
    Change vs previous 13F -7,694 shares

    10.51% of the 13F portfolio, value $13,909,944.

    13F-HR 0002068447-26-000006 filed by New Dimensions Wealth Management, 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 349,966 shares
    Change vs previous 13F -14,233 shares

    10.29% of the 13F portfolio, value $12,091,339.

    13F-HR 0002068447-26-000004 filed by New Dimensions Wealth Management, 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 364,199 shares
    Change vs previous 13F -4,231 shares

    10.3% of the 13F portfolio, value $12,047,692.

    13F-HR 0002068447-26-000002 filed by New Dimensions Wealth Management, 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 368,430 shares
    Change vs previous 13F -22,141 shares

    10.35% of the 13F portfolio, value $11,815,563.

    13F-HR 0002068447-25-000008 filed by New Dimensions Wealth Management, 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 390,571 shares
    Change vs previous 13F +6,811 shares

    10.57% of the 13F portfolio, value $11,576,629.

    13F-HR 0002068447-25-000004 filed by New Dimensions Wealth Management, 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 383,760 shares
    Change vs previous 13F not available

    10.15% of the 13F portfolio, value $10,154,280.

    13F-HR 0002068447-25-000002 filed by New Dimensions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).