Skip to main content
Livermore
Livermore
ZHEN

Wealth Dimensions Group, Ltd.

SEC CIK
0001846462
Latest filing
Jul 22, 2026

V holding history

Visa Inc. 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
2,111
Value
$724.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of V by Wealth Dimensions Group, Ltd., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,111$724.4K0.1%+400+23.4%AddedHolders
Q1 20261,711$517.1K0.1%+245+16.7%AddedHolders
Q4 20251,466$514.0K0.1%−5−0.3%ReducedHolders
Q3 20251,471$502.3K0.1%−379−20.5%ReducedHolders
Q2 20251,850$656.9K0.1%+121+7.0%AddedHolders
Q1 20251,729$605.9K0.1%−53−3.0%ReducedHolders
Q4 20241,782$563.1K0.1%+188+11.8%AddedHolders
Q3 20241,594$438.2K0.1%−36−2.2%ReducedHolders
Q2 20241,630$427.9K0.1%−125−7.1%ReducedHolders
Q1 20241,755$489.9K0.1%−173−9.0%ReducedHolders
Q4 20231,928$502.0K0.2%−356−15.6%ReducedHolders
Q3 20232,284$525.3K0.2%+218+10.6%AddedHolders
Q2 20232,066$490.6K0.2%+540+35.4%AddedHolders
Q1 20231,526$344.2K0.1%−673−30.6%ReducedHolders
Q4 20222,199$456.9K0.2%+9+0.4%AddedHolders
Q3 20222,190$389.0K0.2%−45−2.0%ReducedHolders
Q2 20222,235$440.0K0.2%00.0%UnchangedHolders
Q1 20222,235$496.0K0.2%+380+20.5%AddedHolders
Q4 20211,855$402.0K0.2%+200+12.1%AddedHolders
Q3 20211,655$369.0K0.2%+488+41.8%AddedHolders
Q2 20211,167$273.0K0.2%+168+16.8%AddedHolders
Q1 2021999$212.0K0.2%––Holders

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