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Wealth Dimensions Group, Ltd.: IOT position timeline

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

Wealth Dimensions Group, Ltd. held 160,011 IOT 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 160,011 shares
    Change vs previous 13F +745 shares

    0.93% of the 13F portfolio, value $5,189,157.

    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 159,266 shares
    Change vs previous 13F +2,059 shares

    0.99% of the 13F portfolio, value $5,047,140.

    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 157,207 shares
    Change vs previous 13F +59 shares

    1.11% of the 13F portfolio, value $5,572,988.

    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 157,148 shares
    Change vs previous 13F +1,150 shares

    1.2% of the 13F portfolio, value $5,853,763.

    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 155,998 shares
    Change vs previous 13F -700 shares

    1.37% of the 13F portfolio, value $6,205,600.

    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 156,698 shares
    Change vs previous 13F -44,900 shares

    1.43% of the 13F portfolio, value $6,006,234.

    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 201,598 shares
    Change vs previous 13F -9,000 shares

    2.16% of the 13F portfolio, value $8,807,817.

    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 210,598 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $10,133,976.

    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).