Wealth Dimensions Group - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Wealth Dimensions Group going back to Feb. 17, 2021
- Wealth Dimensions Group 2025 Q4 - filed Feb. 13, 2026 - new!
- Wealth Dimensions Group 2025 Q3 - filed Oct. 30, 2025
- Wealth Dimensions Group 2025 Q2 - filed Aug. 12, 2025
- Wealth Dimensions Group 2025 Q1 - filed May 5, 2025
- Wealth Dimensions Group 2024 Q4 - filed Feb. 13, 2025
- Wealth Dimensions Group 2024 Q3 - filed Nov. 12, 2024
- Wealth Dimensions Group 2024 Q2 - filed Aug. 9, 2024
- Wealth Dimensions Group 2024 Q1 - filed May 9, 2024
- Wealth Dimensions Group 2023 Q4 - filed Feb. 9, 2024
- Wealth Dimensions Group 2023 Q3 - filed Nov. 14, 2023
- Wealth Dimensions Group 2023 Q2 - filed Aug. 14, 2023
- Wealth Dimensions Group 2023 Q1 - filed May 9, 2023
- Wealth Dimensions Group 2022 Q4 - filed Feb. 10, 2023
- Wealth Dimensions Group 2022 Q3 - filed Nov. 10, 2022
- Wealth Dimensions Group 2022 Q2 - filed Aug. 5, 2022
- Wealth Dimensions Group 2022 Q1 - filed May 4, 2022
- Wealth Dimensions Group 2021 Q4 - filed Feb. 4, 2022
- Wealth Dimensions Group 2021 Q3 - filed Nov. 3, 2021
- Wealth Dimensions Group 2021 Q2 - filed Aug. 12, 2021
- Wealth Dimensions Group 2021 Q1 - filed May 13, 2021
- Wealth Dimensions Group 2020 Q4 - filed Feb. 17, 2021