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Wealth Dimensions Group, Ltd.: VONG position timeline

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

Wealth Dimensions Group, Ltd. held 205,402 VONG 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 205,402 shares
    Change vs previous 13F +1,071 shares

    4.7% of the 13F portfolio, value $26,252,432.

    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 204,331 shares
    Change vs previous 13F +4,373 shares

    4.41% of the 13F portfolio, value $22,413,116.

    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 199,958 shares
    Change vs previous 13F -1,046 shares

    4.83% of the 13F portfolio, value $24,344,873.

    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 201,004 shares
    Change vs previous 13F +330 shares

    4.98% of the 13F portfolio, value $24,220,928.

    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 200,674 shares
    Change vs previous 13F +4,687 shares

    4.83% of the 13F portfolio, value $21,913,625.

    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 195,987 shares
    Change vs previous 13F +7,045 shares

    4.34% of the 13F portfolio, value $18,185,642.

    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 188,942 shares
    Change vs previous 13F -1,424 shares

    4.78% of the 13F portfolio, value $19,517,667.

    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 190,366 shares
    Change vs previous 13F not available

    4.65% of the 13F portfolio, value $18,374,169.

    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).