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Disclosery

Wealth Dimensions Group, Ltd.: ISTB position timeline

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

Wealth Dimensions Group, Ltd. held 51,424 ISTB 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 51,424 shares
    Change vs previous 13F +215 shares

    0.44% of the 13F portfolio, value $2,481,189.

    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 51,209 shares
    Change vs previous 13F +779 shares

    0.49% of the 13F portfolio, value $2,481,599.

    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 50,430 shares
    Change vs previous 13F -62 shares

    0.49% of the 13F portfolio, value $2,458,461.

    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 50,492 shares
    Change vs previous 13F -348 shares

    0.51% of the 13F portfolio, value $2,466,050.

    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 50,840 shares
    Change vs previous 13F +941 shares

    0.55% of the 13F portfolio, value $2,473,349.

    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 49,899 shares
    Change vs previous 13F +2,313 shares

    0.58% of the 13F portfolio, value $2,412,593.

    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 47,586 shares
    Change vs previous 13F +494 shares

    0.56% of the 13F portfolio, value $2,273,190.

    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 47,092 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,292,421.

    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).