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Wealth Dimensions Group, Ltd.ETFConcentrated long-term

CIK: 0001846462 | CINCINNATI, OH

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR185$589.7M2026-11-02SEC ↗
Q2 2026
13F-HR179$558.3M2026-07-22SEC ↗
Q1 2026
13F-HR171$508.3M2026-05-12SEC ↗
Q4 2025
13F-HR173$504.0M2026-02-13SEC ↗
Q3 2025
13F-HR181$486.5M2025-10-30SEC ↗
Q2 2025
13F-HR173$453.8M2025-08-12SEC ↗
Q1 2025
13F-HR161$418.9M2025-05-05SEC ↗
Q4 2024
13F-HR155$408.3M2025-02-13SEC ↗
Q3 2024
13F-HR149$394.8M2024-11-12SEC ↗
Q2 2024
13F-HR140$350.8M2024-08-09SEC ↗
Q1 2024
13F-HR143$338.6M2024-05-09SEC ↗
Q4 2023
13F-HR135$315.8M2024-02-09SEC ↗
Q3 2023
13F-HR131$275.6M2023-11-14SEC ↗
Q2 2023
13F-HR137$274.7M2023-08-14SEC ↗
Q1 2023
13F-HR133$258.5M2023-05-09SEC ↗
Q4 2022
13F-HR129$244.9M2023-02-10SEC ↗
Q3 2022
13F-HR120$4.9M2022-11-10SEC ↗
Q2 2022
13F-HR127$3.2M2022-08-05SEC ↗
Q1 2022
13F-HR131$2.2M2022-05-04SEC ↗
Q4 2021
13F-HR131$1.8M2022-02-04SEC ↗
Q3 2021
13F-HR130$1.6M2021-11-03SEC ↗
Q2 2021
13F-HR120$1.6M2021-08-12SEC ↗
Q1 2021
13F-HR118$1.6M2021-05-13SEC ↗
Q4 2020
13F-HR113$1.5M2021-02-17SEC ↗