New Dimensions Wealth Management, LLCETFConcentrated long-term

CIK: 0002068447 | ALLEN, TX

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	21	$139.3M	2026-11-02	SEC ↗
Q2 2026	13F-HR	21	$132.4M	2026-08-12	SEC ↗
Q1 2026	13F-HR	20	$117.5M	2026-05-15	SEC ↗
Q4 2025	13F-HR	20	$116.9M	2026-02-03	SEC ↗
Q3 2025	13F-HR	20	$114.1M	2025-11-04	SEC ↗
Q2 2025	13F-HR	19	$109.5M	2025-08-06	SEC ↗
Q1 2025	13F-HR	19	$100.0M	2025-05-15	SEC ↗