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Disclosery

Wealth Dimensions Group, Ltd.: VTI position timeline

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

Wealth Dimensions Group, Ltd. held 4,814 VTI 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 4,814 shares
    Change vs previous 13F -72 shares

    0.32% of the 13F portfolio, value $1,781,227.

    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 4,886 shares
    Change vs previous 13F +115 shares

    0.31% of the 13F portfolio, value $1,567,450.

    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 4,771 shares
    Change vs previous 13F -53 shares

    0.32% of the 13F portfolio, value $1,599,687.

    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 4,824 shares
    Change vs previous 13F +374 shares

    0.33% of the 13F portfolio, value $1,583,143.

    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 4,450 shares
    Change vs previous 13F -21 shares

    0.3% of the 13F portfolio, value $1,352,494.

    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 4,471 shares
    Change vs previous 13F +179 shares

    0.29% of the 13F portfolio, value $1,228,861.

    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 4,292 shares
    Change vs previous 13F +152 shares

    0.3% of the 13F portfolio, value $1,243,769.

    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 4,140 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,172,278.

    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).