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Wealth Dimensions Group, Ltd.: VTWO position timeline

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

Wealth Dimensions Group, Ltd. held 30,358 VTWO 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 30,358 shares
    Change vs previous 13F -123 shares

    0.66% of the 13F portfolio, value $3,686,071.

    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 30,481 shares
    Change vs previous 13F -1,429 shares

    0.6% of the 13F portfolio, value $3,053,308.

    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 31,910 shares
    Change vs previous 13F +103 shares

    0.63% of the 13F portfolio, value $3,175,693.

    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 31,807 shares
    Change vs previous 13F -112 shares

    0.64% of the 13F portfolio, value $3,111,392.

    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 31,919 shares
    Change vs previous 13F +963 shares

    0.61% of the 13F portfolio, value $2,784,009.

    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 30,956 shares
    Change vs previous 13F +732 shares

    0.6% of the 13F portfolio, value $2,496,587.

    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 30,224 shares
    Change vs previous 13F +51 shares

    0.66% of the 13F portfolio, value $2,699,931.

    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 30,173 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,696,295.

    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).