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Wealth Dimensions Group, Ltd.: IEMG position timeline

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

Wealth Dimensions Group, Ltd. held 40,852 IEMG 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 40,852 shares
    Change vs previous 13F -864 shares

    0.61% of the 13F portfolio, value $3,384,145.

    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 41,716 shares
    Change vs previous 13F -1,961 shares

    0.57% of the 13F portfolio, value $2,909,725.

    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 43,677 shares
    Change vs previous 13F +64 shares

    0.58% of the 13F portfolio, value $2,935,980.

    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 43,613 shares
    Change vs previous 13F -2,655 shares

    0.59% of the 13F portfolio, value $2,874,942.

    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 46,268 shares
    Change vs previous 13F +317 shares

    0.61% of the 13F portfolio, value $2,777,455.

    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 45,951 shares
    Change vs previous 13F +4,717 shares

    0.59% of the 13F portfolio, value $2,479,973.

    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 41,234 shares
    Change vs previous 13F -61 shares

    0.53% of the 13F portfolio, value $2,153,237.

    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 41,295 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,370,739.

    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).