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Wealth Dimensions Group, Ltd.: IEFA position timeline

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

Wealth Dimensions Group, Ltd. held 74,650 IEFA 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 74,650 shares
    Change vs previous 13F -4,757 shares

    1.29% of the 13F portfolio, value $7,209,699.

    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 79,407 shares
    Change vs previous 13F -4,250 shares

    1.41% of the 13F portfolio, value $7,188,747.

    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 83,657 shares
    Change vs previous 13F -458 shares

    1.48% of the 13F portfolio, value $7,483,931.

    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 84,115 shares
    Change vs previous 13F -931 shares

    1.51% of the 13F portfolio, value $7,344,084.

    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 85,046 shares
    Change vs previous 13F +615 shares

    1.56% of the 13F portfolio, value $7,099,665.

    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 84,431 shares
    Change vs previous 13F +7,302 shares

    1.52% of the 13F portfolio, value $6,387,211.

    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 77,129 shares
    Change vs previous 13F +1,201 shares

    1.33% of the 13F portfolio, value $5,420,631.

    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 75,928 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $5,926,164.

    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).