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Wealth Dimensions Group, Ltd.: VGSH position timeline

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

Wealth Dimensions Group, Ltd. held 882,471 VGSH 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 882,471 shares
    Change vs previous 13F +40,173 shares

    9.2% of the 13F portfolio, value $51,359,801.

    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 842,298 shares
    Change vs previous 13F +36,279 shares

    9.7% of the 13F portfolio, value $49,308,109.

    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 806,019 shares
    Change vs previous 13F +38,480 shares

    9.39% of the 13F portfolio, value $47,337,470.

    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 767,539 shares
    Change vs previous 13F +27,162 shares

    9.29% of the 13F portfolio, value $45,169,677.

    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 740,377 shares
    Change vs previous 13F -8,057 shares

    9.59% of the 13F portfolio, value $43,519,384.

    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 748,434 shares
    Change vs previous 13F +29,591 shares

    10.49% of the 13F portfolio, value $43,925,570.

    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 718,843 shares
    Change vs previous 13F +25,061 shares

    10.24% of the 13F portfolio, value $41,822,263.

    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 693,782 shares
    Change vs previous 13F not available

    10.37% of the 13F portfolio, value $40,947,027.

    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).