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Disclosery

Wealth Dimensions Group, Ltd.: AGG position timeline

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

Wealth Dimensions Group, Ltd. held 18,729 AGG 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 18,729 shares
    Change vs previous 13F +66 shares

    0.33% of the 13F portfolio, value $1,853,756.

    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 18,663 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,852,717.

    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 18,663 shares
    Change vs previous 13F -85 shares

    0.37% of the 13F portfolio, value $1,864,089.

    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 18,748 shares
    Change vs previous 13F +420 shares

    0.39% of the 13F portfolio, value $1,879,508.

    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 18,328 shares
    Change vs previous 13F +1,742 shares

    0.4% of the 13F portfolio, value $1,818,150.

    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 16,586 shares
    Change vs previous 13F -1,112 shares

    0.39% of the 13F portfolio, value $1,640,732.

    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 17,698 shares
    Change vs previous 13F +4,176 shares

    0.42% of the 13F portfolio, value $1,714,964.

    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 13,522 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,369,371.

    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).