Wealth Dimensions Group, Ltd.
- SEC CIK
- 0001846462
- Latest filing
- Jul 22, 2026
INSI holding history
Insight Select Income Fund 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.
INSI overviewAll 13F holders of INSIFull Q2 2026 holdings
- Shares (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 16
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −14,201−100.0% | Sold out | Holders |
| Q4 2024 | 14,201 | $246.1K | 0.1% | −181−1.3% | Reduced | Holders |
| Q3 2024 | 14,382 | $253.8K | 0.1% | −23−0.2% | Reduced | Holders |
| Q2 2024 | 14,405 | $235.1K | 0.1% | +33+0.2% | Added | Holders |
| Q1 2024 | 14,372 | $237.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 14,372 | $229.5K | 0.1% | −474−3.2% | Reduced | Holders |
| Q3 2023 | 14,846 | $223.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 14,846 | $232.2K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 14,846 | $235.7K | 0.1% | −3,681−19.9% | Reduced | Holders |
| Q4 2022 | 18,527 | $279.9K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 18,527 | $285.0K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 18,527 | $298.0K | 0.1% | −186−1.0% | Reduced | Holders |
| Q1 2022 | 18,713 | $334.0K | 0.2% | −500−2.6% | Reduced | Holders |
| Q4 2021 | 19,213 | $432.0K | 0.2% | −67−0.3% | Reduced | Holders |
| Q3 2021 | 19,280 | $405.0K | 0.3% | 00.0% | Unchanged | Holders |
| Q2 2021 | 19,280 | $418.0K | 0.3% | 00.0% | Unchanged | Holders |
| Q1 2021 | 19,280 | $394.0K | 0.3% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.