Skip to content
Disclosery

New Dimensions Wealth Management, LLC: DUSB position timeline

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

New Dimensions Wealth Management, LLC held 199,748 DUSB 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 199,748 shares
    Change vs previous 13F +1,993 shares

    7.66% of the 13F portfolio, value $10,143,184.

    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 197,755 shares
    Change vs previous 13F +6,828 shares

    8.53% of the 13F portfolio, value $10,028,167.

    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 190,927 shares
    Change vs previous 13F +5,711 shares

    8.27% of the 13F portfolio, value $9,670,438.

    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 185,216 shares
    Change vs previous 13F +2,011 shares

    8.24% of the 13F portfolio, value $9,405,278.

    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 183,205 shares
    Change vs previous 13F +5,745 shares

    8.52% of the 13F portfolio, value $9,326,667.

    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 177,460 shares
    Change vs previous 13F not available

    9% of the 13F portfolio, value $9,002,537.

    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).