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New Dimensions Wealth Management, LLC: DFIV position timeline

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

New Dimensions Wealth Management, LLC held 22,436 DFIV 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 22,436 shares
    Change vs previous 13F -455 shares

    0.92% of the 13F portfolio, value $1,211,994.

    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 22,891 shares
    Change vs previous 13F -1,337 shares

    1.03% of the 13F portfolio, value $1,208,201.

    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 24,228 shares
    Change vs previous 13F -550 shares

    1.03% of the 13F portfolio, value $1,209,001.

    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 24,778 shares
    Change vs previous 13F -3,155 shares

    1% of the 13F portfolio, value $1,142,770.

    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 27,933 shares
    Change vs previous 13F +1,783 shares

    1.09% of the 13F portfolio, value $1,196,364.

    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 26,150 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,029,257.

    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).