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Fourth Dimension Wealth, LLC

SEC CIK
0002056691
Latest filing
Jul 31, 2026

KEY holding history

Keycorp in every 13F filed by Fourth Dimension Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KEY overviewAll 13F holders of KEYFull Q2 2026 holdings

Shares (Q2 2026)
1,874
Value
$43.2K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of KEY by Fourth Dimension Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,874$43.2K<0.1%−1,056−36.0%ReducedHolders
Q1 20262,930$58.8K<0.1%+227+8.4%AddedHolders
Q4 20252,703$55.8K<0.1%+303+12.6%AddedHolders
Q3 20252,400$44.9K<0.1%00.0%UnchangedHolders
Q2 20252,400$41.8K<0.1%+750+45.5%AddedHolders
Q1 20251,650$26.4K<0.1%00.0%UnchangedHolders
Q4 20241,650$28.3K<0.1%–No prior filingHolders