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Disclosery

Wealth Dimensions Group, Ltd.: CRM position timeline

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

Wealth Dimensions Group, Ltd. held 0 CRM shares at 2026-03-31 per its 13F-HR filed 2026-05-12.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -794 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 794 shares
    Change vs previous 13F -353 shares

    0.04% of the 13F portfolio, value $210,353.

    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).

  3. period ended2025-09-30
    13F 1,147 shares
    Change vs previous 13F -38 shares

    0.06% of the 13F portfolio, value $271,722.

    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).

  4. period ended2025-06-30
    13F 1,185 shares
    Change vs previous 13F +41 shares

    0.07% of the 13F portfolio, value $323,128.

    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).

  5. period ended2025-03-31
    13F 1,144 shares
    Change vs previous 13F -130 shares

    0.07% of the 13F portfolio, value $307,106.

    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).

  6. period ended2024-12-31
    13F 1,274 shares
    Change vs previous 13F +52 shares

    0.1% of the 13F portfolio, value $425,918.

    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).

  7. period ended2024-09-30
    13F 1,222 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $334,596.

    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).