Skip to content
Disclosery

Wealth Dimensions Group, Ltd.: AAPL position timeline

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

Wealth Dimensions Group, Ltd. held 60,690 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,690 shares
    Change vs previous 13F -2,563 shares

    3.15% of the 13F portfolio, value $17,561,350.

    13F-HR 0001846462-26-000003 filed by Wealth Dimensions Group, Ltd.
    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 63,253 shares
    Change vs previous 13F +705 shares

    3.16% of the 13F portfolio, value $16,053,079.

    13F-HR 0001846462-26-000002 filed by Wealth Dimensions Group, Ltd.
    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 62,548 shares
    Change vs previous 13F -1,381 shares

    3.37% of the 13F portfolio, value $17,004,349.

    13F-HR 0001846462-26-000001 filed by Wealth Dimensions Group, Ltd.
    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 63,929 shares
    Change vs previous 13F -1,391 shares

    3.35% of the 13F portfolio, value $16,278,259.

    13F-HR 0001846462-25-000005 filed by Wealth Dimensions Group, Ltd.
    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 65,320 shares
    Change vs previous 13F -419 shares

    2.95% of the 13F portfolio, value $13,401,652.

    13F-HR 0001085146-25-004937 filed by Wealth Dimensions Group, Ltd.
    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 65,739 shares
    Change vs previous 13F +765 shares

    3.49% of the 13F portfolio, value $14,602,500.

    13F-HR 0001846462-25-000002 filed by Wealth Dimensions Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 64,974 shares
    Change vs previous 13F +3,507 shares

    3.99% of the 13F portfolio, value $16,270,680.

    13F-HR 0001846462-25-000001 filed by Wealth Dimensions Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 61,467 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $14,321,789.

    13F-HR 0001846462-24-000007 filed by Wealth Dimensions Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).