Skip to content
Disclosery

Wealth Dimensions Group, Ltd.: RBCAA position timeline

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

Wealth Dimensions Group, Ltd. held 15,425 RBCAA 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 15,425 shares
    Change vs previous 13F +104 shares

    0.25% of the 13F portfolio, value $1,394,883.

    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 15,321 shares
    Change vs previous 13F +2,215 shares

    0.21% of the 13F portfolio, value $1,080,931.

    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 13,106 shares
    Change vs previous 13F +85 shares

    0.18% of the 13F portfolio, value $904,161.

    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 13,021 shares
    Change vs previous 13F +77 shares

    0.19% of the 13F portfolio, value $940,788.

    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 12,944 shares
    Change vs previous 13F +1,079 shares

    0.21% of the 13F portfolio, value $946,336.

    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 11,865 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $757,224.

    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).