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New Dimensions Wealth Management, LLC: VTIP position timeline

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

New Dimensions Wealth Management, LLC held 52,849 VTIP 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 52,849 shares
    Change vs previous 13F +6,637 shares

    2.01% of the 13F portfolio, value $2,654,604.

    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 46,212 shares
    Change vs previous 13F -1,387 shares

    1.96% of the 13F portfolio, value $2,308,268.

    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 47,599 shares
    Change vs previous 13F -403 shares

    2.01% of the 13F portfolio, value $2,354,238.

    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 48,002 shares
    Change vs previous 13F -1,029 shares

    2.13% of the 13F portfolio, value $2,430,340.

    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 49,031 shares
    Change vs previous 13F -321 shares

    2.24% of the 13F portfolio, value $2,453,440.

    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 49,352 shares
    Change vs previous 13F not available

    2.46% of the 13F portfolio, value $2,462,654.

    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).