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Disclosery

Wealth Dimensions Group, Ltd.: IVE position timeline

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

Wealth Dimensions Group, Ltd. held 10,791 IVE 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 10,791 shares
    Change vs previous 13F -174 shares

    0.44% of the 13F portfolio, value $2,450,113.

    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 10,965 shares
    Change vs previous 13F -383 shares

    0.46% of the 13F portfolio, value $2,315,174.

    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 11,348 shares
    Change vs previous 13F -265 shares

    0.48% of the 13F portfolio, value $2,406,599.

    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 11,613 shares
    Change vs previous 13F +161 shares

    0.49% of the 13F portfolio, value $2,398,109.

    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 11,452 shares
    Change vs previous 13F +291 shares

    0.49% of the 13F portfolio, value $2,238,036.

    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 11,161 shares
    Change vs previous 13F -191 shares

    0.51% of the 13F portfolio, value $2,127,049.

    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 11,352 shares
    Change vs previous 13F -96 shares

    0.53% of the 13F portfolio, value $2,166,955.

    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 11,448 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,257,150.

    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).