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Wealth Dimensions Group, Ltd.: VONV position timeline

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

Wealth Dimensions Group, Ltd. held 331,956 VONV 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 331,956 shares
    Change vs previous 13F -1,826 shares

    6.32% of the 13F portfolio, value $35,290,282.

    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 333,782 shares
    Change vs previous 13F +2,506 shares

    6.16% of the 13F portfolio, value $31,288,696.

    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 331,276 shares
    Change vs previous 13F +11,059 shares

    6.07% of the 13F portfolio, value $30,576,808.

    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 320,217 shares
    Change vs previous 13F +11,759 shares

    5.88% of the 13F portfolio, value $28,617,838.

    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 308,458 shares
    Change vs previous 13F +11,303 shares

    5.79% of the 13F portfolio, value $26,283,712.

    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 297,155 shares
    Change vs previous 13F +10,704 shares

    5.85% of the 13F portfolio, value $24,527,136.

    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 286,451 shares
    Change vs previous 13F +10,720 shares

    5.7% of the 13F portfolio, value $23,274,167.

    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 275,731 shares
    Change vs previous 13F not available

    5.82% of the 13F portfolio, value $22,976,657.

    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).