Skip to content
Disclosery

Wealth Dimensions Group, Ltd.: VO position timeline

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

Wealth Dimensions Group, Ltd. held 32,592 VO 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 32,592 shares
    Change vs previous 13F +24,476 shares

    0.47% of the 13F portfolio, value $2,625,963.

    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 8,116 shares
    Change vs previous 13F +154 shares

    0.46% of the 13F portfolio, value $2,330,709.

    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 7,962 shares
    Change vs previous 13F -46 shares

    0.46% of the 13F portfolio, value $2,310,637.

    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 8,008 shares
    Change vs previous 13F -160 shares

    0.48% of the 13F portfolio, value $2,352,154.

    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 8,168 shares
    Change vs previous 13F +37 shares

    0.5% of the 13F portfolio, value $2,285,724.

    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 8,131 shares
    Change vs previous 13F +163 shares

    0.5% of the 13F portfolio, value $2,102,891.

    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 7,968 shares
    Change vs previous 13F +157 shares

    0.52% of the 13F portfolio, value $2,104,673.

    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 7,811 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,060,653.

    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).