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Disclosery

Wealth Dimensions Group, Ltd.: IWN position timeline

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

Wealth Dimensions Group, Ltd. held 9,080 IWN 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 9,080 shares
    Change vs previous 13F -280 shares

    0.36% of the 13F portfolio, value $2,008,594.

    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 9,360 shares
    Change vs previous 13F -515 shares

    0.35% of the 13F portfolio, value $1,774,615.

    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 9,875 shares
    Change vs previous 13F -327 shares

    0.36% of the 13F portfolio, value $1,789,472.

    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 10,202 shares
    Change vs previous 13F -353 shares

    0.37% of the 13F portfolio, value $1,803,753.

    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 10,555 shares
    Change vs previous 13F -521 shares

    0.37% of the 13F portfolio, value $1,665,231.

    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 11,076 shares
    Change vs previous 13F -360 shares

    0.4% of the 13F portfolio, value $1,672,268.

    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 11,436 shares
    Change vs previous 13F -603 shares

    0.46% of the 13F portfolio, value $1,877,377.

    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 12,039 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,008,357.

    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).