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Wealth Dimensions Group, Ltd.: DFCF position timeline

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

Wealth Dimensions Group, Ltd. held 206,965 DFCF 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 206,965 shares
    Change vs previous 13F -19,637 shares

    1.56% of the 13F portfolio, value $8,736,003.

    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 226,602 shares
    Change vs previous 13F +16,173 shares

    1.88% of the 13F portfolio, value $9,567,136.

    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 210,429 shares
    Change vs previous 13F +6,635 shares

    1.78% of the 13F portfolio, value $8,955,853.

    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 203,794 shares
    Change vs previous 13F +14,873 shares

    1.79% of the 13F portfolio, value $8,714,227.

    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 188,921 shares
    Change vs previous 13F +1,544 shares

    1.76% of the 13F portfolio, value $7,983,787.

    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 187,377 shares
    Change vs previous 13F +20,998 shares

    1.88% of the 13F portfolio, value $7,881,084.

    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 166,379 shares
    Change vs previous 13F +65,993 shares

    1.68% of the 13F portfolio, value $6,866,457.

    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 100,386 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $4,335,663.

    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).