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Disclosery

New Dimensions Wealth Management, LLC: DFIS position timeline

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

New Dimensions Wealth Management, LLC held 12,919 DFIS 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 12,919 shares
    Change vs previous 13F -353 shares

    0.34% of the 13F portfolio, value $452,562.

    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 13,272 shares
    Change vs previous 13F -592 shares

    0.38% of the 13F portfolio, value $446,877.

    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 13,864 shares
    Change vs previous 13F +35 shares

    0.39% of the 13F portfolio, value $456,670.

    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 13,829 shares
    Change vs previous 13F -3,395 shares

    0.38% of the 13F portfolio, value $437,401.

    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 17,224 shares
    Change vs previous 13F +202 shares

    0.47% of the 13F portfolio, value $513,962.

    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 17,022 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $439,858.

    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).