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Wealth Dimensions Group, Ltd.: VYM position timeline

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

Wealth Dimensions Group, Ltd. held 155,902 VYM 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 155,902 shares
    Change vs previous 13F +705 shares

    4.41% of the 13F portfolio, value $24,637,134.

    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 155,197 shares
    Change vs previous 13F +1,272 shares

    4.52% of the 13F portfolio, value $22,984,616.

    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 153,925 shares
    Change vs previous 13F +3,439 shares

    4.38% of the 13F portfolio, value $22,091,323.

    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 150,486 shares
    Change vs previous 13F +3,798 shares

    4.36% of the 13F portfolio, value $21,210,973.

    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 146,688 shares
    Change vs previous 13F +3,000 shares

    4.31% of the 13F portfolio, value $19,554,916.

    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 143,688 shares
    Change vs previous 13F +3,472 shares

    4.42% of the 13F portfolio, value $18,529,967.

    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 140,216 shares
    Change vs previous 13F +3,106 shares

    4.38% of the 13F portfolio, value $17,890,147.

    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 137,110 shares
    Change vs previous 13F not available

    4.45% of the 13F portfolio, value $17,577,480.

    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).