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Wealth Dimensions Group, Ltd.: DFAE position timeline

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

Wealth Dimensions Group, Ltd. held 573,500 DFAE 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 573,500 shares
    Change vs previous 13F +11,087 shares

    4.13% of the 13F portfolio, value $23,060,454.

    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 562,413 shares
    Change vs previous 13F +27,257 shares

    3.75% of the 13F portfolio, value $19,043,307.

    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 535,156 shares
    Change vs previous 13F +25,915 shares

    3.46% of the 13F portfolio, value $17,430,029.

    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 509,241 shares
    Change vs previous 13F +26,236 shares

    3.3% of the 13F portfolio, value $16,056,361.

    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 483,005 shares
    Change vs previous 13F +14,640 shares

    3.08% of the 13F portfolio, value $13,982,994.

    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 468,365 shares
    Change vs previous 13F +47,039 shares

    2.89% of the 13F portfolio, value $12,125,982.

    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 421,326 shares
    Change vs previous 13F +40,098 shares

    2.62% of the 13F portfolio, value $10,689,034.

    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 381,228 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $10,449,461.

    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).