Wealth Dimensions Group, Ltd.: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Dimensions Group, Ltd. on DIS, newest first. How the timeline and the estimate are built.
Wealth Dimensions Group, Ltd. held 3,640 DIS shares at 2026-06-30 per its 13F-HR filed 2026-07-22.
the latest 13F is the newest step
- period ended2026-06-3013F 3,640 sharesChange vs previous 13F -888 shares
0.06% of the 13F portfolio, value $350,369.
13F-HR 0001846462-26-000003 filed by Wealth Dimensions Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,528 sharesChange vs previous 13F +145 shares
0.09% of the 13F portfolio, value $436,369.
13F-HR 0001846462-26-000002 filed by Wealth Dimensions Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,383 sharesChange vs previous 13F -1,289 shares
0.1% of the 13F portfolio, value $498,680.
13F-HR 0001846462-26-000001 filed by Wealth Dimensions Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,672 sharesChange vs previous 13F -361 shares
0.13% of the 13F portfolio, value $649,477.
13F-HR 0001846462-25-000005 filed by Wealth Dimensions Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,033 sharesChange vs previous 13F +150 shares
0.16% of the 13F portfolio, value $748,146.
13F-HR 0001085146-25-004937 filed by Wealth Dimensions Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,883 sharesChange vs previous 13F -171 shares
0.14% of the 13F portfolio, value $580,647.
13F-HR 0001846462-25-000002 filed by Wealth Dimensions Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,054 sharesChange vs previous 13F +612 shares
0.17% of the 13F portfolio, value $674,128.
13F-HR 0001846462-25-000001 filed by Wealth Dimensions Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,442 sharesChange vs previous 13F not available
0.13% of the 13F portfolio, value $523,479.
13F-HR 0001846462-24-000007 filed by Wealth Dimensions Group, Ltd.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).