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Wealth Dimensions Group, Ltd.: BSV position timeline

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

Wealth Dimensions Group, Ltd. held 250,190 BSV 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 250,190 shares
    Change vs previous 13F -779 shares

    3.49% of the 13F portfolio, value $19,492,334.

    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 250,969 shares
    Change vs previous 13F +4,116 shares

    3.87% of the 13F portfolio, value $19,678,498.

    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 246,853 shares
    Change vs previous 13F +4,091 shares

    3.86% of the 13F portfolio, value $19,454,488.

    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 242,762 shares
    Change vs previous 13F +1,563 shares

    3.94% of the 13F portfolio, value $19,156,330.

    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 241,199 shares
    Change vs previous 13F -3,276 shares

    4.18% of the 13F portfolio, value $18,982,351.

    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 244,475 shares
    Change vs previous 13F -631 shares

    4.57% of the 13F portfolio, value $19,137,537.

    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 245,106 shares
    Change vs previous 13F +12,728 shares

    4.64% of the 13F portfolio, value $18,939,376.

    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 232,378 shares
    Change vs previous 13F not available

    4.63% of the 13F portfolio, value $18,285,808.

    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).