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New Dimensions Wealth Management, LLC: DFIP position timeline

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

New Dimensions Wealth Management, LLC held 256,742 DFIP 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 256,742 shares
    Change vs previous 13F +21,466 shares

    8% of the 13F portfolio, value $10,591,874.

    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 235,276 shares
    Change vs previous 13F +8,380 shares

    8.35% of the 13F portfolio, value $9,815,707.

    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 226,896 shares
    Change vs previous 13F +11,416 shares

    8.06% of the 13F portfolio, value $9,428,681.

    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 215,480 shares
    Change vs previous 13F +13,276 shares

    7.97% of the 13F portfolio, value $9,099,700.

    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 202,204 shares
    Change vs previous 13F +5,573 shares

    7.71% of the 13F portfolio, value $8,439,163.

    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 196,631 shares
    Change vs previous 13F not available

    8.28% of the 13F portfolio, value $8,280,337.

    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).