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Fourth Dimension Wealth, LLC

SEC CIK
0002056691
Latest filing
Jul 31, 2026

VTR holding history

Ventas, Inc. 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.

VTR overviewAll 13F holders of VTRFull Q2 2026 holdings

Shares (Q2 2026)
68
Value
$6.04K
% of portfolio
<0.1%
Quarters held
7
Since Q4 2024
Holdings of VTR by Fourth Dimension Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202668$6.04K<0.1%00.0%UnchangedHolders
Q1 202668$5.56K<0.1%00.0%UnchangedHolders
Q4 202568$5.26K<0.1%−32−32.0%ReducedHolders
Q3 2025100$7.00K<0.1%00.0%UnchangedHolders
Q2 2025100$6.31K<0.1%00.0%UnchangedHolders
Q1 2025100$6.88K<0.1%00.0%UnchangedHolders
Q4 2024100$5.89K<0.1%–No prior filingHolders