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Wealth Dimensions Group, Ltd.

SEC CIK
0001846462
Latest filing
Jul 22, 2026

MMM holding history

3M Co 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.

MMM overviewAll 13F holders of MMMFull Q2 2026 holdings

Shares (Q2 2026)
2,680
Value
$434.0K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MMM by Wealth Dimensions Group, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,680$434.0K0.1%+29+1.1%AddedHolders
Q1 20262,651$385.0K0.1%−3−0.1%ReducedHolders
Q4 20252,654$424.9K0.1%−21−0.8%ReducedHolders
Q3 20252,675$415.0K0.1%+6+0.2%AddedHolders
Q2 20252,669$406.3K0.1%−12−0.4%ReducedHolders
Q1 20252,681$393.8K0.1%+51+1.9%AddedHolders
Q4 20242,630$339.5K0.1%−383−12.7%ReducedHolders
Q3 20243,013$411.9K0.1%−28−0.9%ReducedHolders
Q2 20243,041$310.8K0.1%−105−3.3%ReducedHolders
Q1 20243,146$333.7K0.1%+20+0.6%AddedHolders
Q4 20233,126$341.7K0.1%−194−5.8%ReducedHolders
Q3 20233,320$310.8K0.1%−221−6.2%ReducedHolders
Q2 20233,541$354.4K0.1%+64+1.8%AddedHolders
Q1 20233,477$365.5K0.1%+16+0.5%AddedHolders
Q4 20223,461$415.1K0.2%+346+11.1%AddedHolders
Q3 20223,115$344.0K0.2%+35+1.1%AddedHolders
Q2 20223,080$399.0K0.2%−20−0.6%ReducedHolders
Q1 20223,100$462.0K0.2%+29+0.9%AddedHolders
Q4 20213,071$545.0K0.3%+575+23.0%AddedHolders
Q3 20212,496$438.0K0.3%+546+28.0%AddedHolders
Q2 20211,950$387.0K0.3%−125−6.0%ReducedHolders
Q1 20212,075$400.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.