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Wealth Dimensions Group, Ltd.: DFAR position timeline

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

Wealth Dimensions Group, Ltd. held 717,843 DFAR 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 717,843 shares
    Change vs previous 13F +13,908 shares

    3.36% of the 13F portfolio, value $18,778,764.

    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 703,935 shares
    Change vs previous 13F +55,113 shares

    3.28% of the 13F portfolio, value $16,648,060.

    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 648,822 shares
    Change vs previous 13F +81,938 shares

    2.95% of the 13F portfolio, value $14,858,812.

    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 566,884 shares
    Change vs previous 13F +53,537 shares

    2.78% of the 13F portfolio, value $13,520,185.

    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 513,347 shares
    Change vs previous 13F +35,237 shares

    2.65% of the 13F portfolio, value $12,043,127.

    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 478,110 shares
    Change vs previous 13F +50,959 shares

    2.71% of the 13F portfolio, value $11,364,665.

    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 427,151 shares
    Change vs previous 13F +31,616 shares

    2.43% of the 13F portfolio, value $9,939,804.

    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 395,535 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $10,141,508.

    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).