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Disclosery

Wealth Dimensions Group, Ltd.: IJH position timeline

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

Wealth Dimensions Group, Ltd. held 14,558 IJH 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 14,558 shares
    Change vs previous 13F +770 shares

    0.2% of the 13F portfolio, value $1,122,586.

    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 13,788 shares
    Change vs previous 13F +107 shares

    0.18% of the 13F portfolio, value $931,131.

    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 13,681 shares
    Change vs previous 13F -48 shares

    0.18% of the 13F portfolio, value $902,951.

    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 13,729 shares
    Change vs previous 13F -1,068 shares

    0.18% of the 13F portfolio, value $895,972.

    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 14,797 shares
    Change vs previous 13F +405 shares

    0.2% of the 13F portfolio, value $917,728.

    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 14,392 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $839,791.

    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 14,391 shares
    Change vs previous 13F +1,913 shares

    0.22% of the 13F portfolio, value $896,676.

    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 12,478 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $777,620.

    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).