Wealth Dimensions Group, Ltd.: EPD position timeline

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

Wealth Dimensions Group, Ltd. held 13,539 EPD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

period ended2026-06-30
13F 13,539 shares
Change vs previous 13F +19 shares
0.09% of the 13F portfolio, value $497,691.
13F-HR 0001846462-26-000003 filed by Wealth Dimensions Group, Ltd.
Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 13,520 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $511,606.
13F-HR 0001846462-26-000002 filed by Wealth Dimensions Group, Ltd.
Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).