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Wealth Dimensions Group, Ltd.: ET position timeline

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

Wealth Dimensions Group, Ltd. held 17,360 ET 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 17,360 shares
    Change vs previous 13F +91 shares

    0.06% of the 13F portfolio, value $331,914.

    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 17,269 shares
    Change vs previous 13F +1,182 shares

    0.07% of the 13F portfolio, value $333,283.

    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 16,087 shares
    Change vs previous 13F +1,004 shares

    0.05% of the 13F portfolio, value $265,279.

    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 15,083 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $258,830.

    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).