Skip to content
Disclosery

Wealth Dimensions Group, Ltd.: VUG position timeline

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

Wealth Dimensions Group, Ltd. held 13,146 VUG 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 13,146 shares
    Change vs previous 13F +10,944 shares

    0.2% of the 13F portfolio, value $1,132,380.

    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 2,202 shares
    Change vs previous 13F -55 shares

    0.19% of the 13F portfolio, value $961,784.

    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 2,257 shares
    Change vs previous 13F -14 shares

    0.22% of the 13F portfolio, value $1,101,053.

    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 2,271 shares
    Change vs previous 13F -18 shares

    0.22% of the 13F portfolio, value $1,089,078.

    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 2,289 shares
    Change vs previous 13F +139 shares

    0.22% of the 13F portfolio, value $1,003,336.

    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 2,150 shares
    Change vs previous 13F +64 shares

    0.19% of the 13F portfolio, value $797,157.

    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 2,086 shares
    Change vs previous 13F -110 shares

    0.21% of the 13F portfolio, value $855,998.

    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 2,196 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $843,270.

    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).