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Wealth Dimensions Group, Ltd.: DFSV position timeline

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

Wealth Dimensions Group, Ltd. held 587,003 DFSV 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 587,003 shares
    Change vs previous 13F +5,734 shares

    4.08% of the 13F portfolio, value $22,769,830.

    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 581,269 shares
    Change vs previous 13F +25,776 shares

    4.01% of the 13F portfolio, value $20,367,677.

    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 555,493 shares
    Change vs previous 13F +54,840 shares

    3.63% of the 13F portfolio, value $18,270,181.

    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 500,653 shares
    Change vs previous 13F +44,134 shares

    3.28% of the 13F portfolio, value $15,940,777.

    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 456,519 shares
    Change vs previous 13F +19,459 shares

    2.96% of the 13F portfolio, value $13,435,354.

    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 437,060 shares
    Change vs previous 13F +52,435 shares

    2.94% of the 13F portfolio, value $12,303,229.

    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 384,625 shares
    Change vs previous 13F +32,584 shares

    2.9% of the 13F portfolio, value $11,838,770.

    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 352,041 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $10,842,849.

    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).