Wealth Dimensions Group, Ltd.

SEC CIK: 0001846462
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

ET holding history

Energy Transfer LP in every 13F filed by Wealth Dimensions Group, Ltd., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ET overview All 13F holders of ET Full Q2 2026 holdings

Shares (Q2 2026): 17,360
Value: $331.9K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of ET by Wealth Dimensions Group, Ltd., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	17,360	$331.9K	0.1%	+91+0.5%	Added	Holders
Q1 2026	17,269	$333.3K	0.1%	+1,182+7.3%	Added	Holders
Q4 2025	16,087	$265.3K	0.1%	+1,004+6.7%	Added	Holders
Q3 2025	15,083	$258.8K	0.1%	+15,083	New	Holders