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Wealth Dimensions Group, Ltd.: ITOT position timeline

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

Wealth Dimensions Group, Ltd. held 3,240 ITOT 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 3,240 shares
    Change vs previous 13F +1,508 shares

    0.1% of the 13F portfolio, value $532,235.

    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 1,732 shares
    Change vs previous 13F -13 shares

    0.05% of the 13F portfolio, value $246,689.

    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 1,745 shares
    Change vs previous 13F -335 shares

    0.05% of the 13F portfolio, value $259,464.

    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 2,080 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $302,952.

    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 2,080 shares
    Change vs previous 13F -11 shares

    0.06% of the 13F portfolio, value $280,883.

    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 2,091 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $255,123.

    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).