Skip to content
Disclosery

Wealth Dimensions Group, Ltd.: NVG position timeline

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

Wealth Dimensions Group, Ltd. held 17,395 NVG 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 17,395 shares
    Change vs previous 13F -400 shares

    0.04% of the 13F portfolio, value $222,656.

    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 17,795 shares
    Change vs previous 13F -500 shares

    0.04% of the 13F portfolio, value $219,412.

    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 18,295 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $231,615.

    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 18,295 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $224,846.

    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 18,295 shares
    Change vs previous 13F -6,000 shares

    0.05% of the 13F portfolio, value $218,259.

    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 24,295 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $300,772.

    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 24,295 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $297,857.

    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 24,295 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $325,310.

    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).