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Fourth Dimension Wealth, LLC

SEC CIK
0002056691
Latest filing
Jul 31, 2026

XYZ holding history

Block, 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.

XYZ overviewAll 13F holders of XYZFull Q2 2026 holdings

Shares (Q2 2026)
3,347
Value
$254.4K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of XYZ by Fourth Dimension Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,347$254.4K0.1%+3,267+4,083.8%AddedHolders
Q1 202680$4.81K<0.1%00.0%UnchangedHolders
Q4 202580$5.21K<0.1%00.0%UnchangedHolders
Q3 202580$5.78K<0.1%−20−20.0%ReducedHolders
Q2 2025100$6.79K<0.1%00.0%UnchangedHolders
Q1 2025100$5.43K<0.1%00.0%UnchangedHolders
Q4 2024100$8.50K<0.1%–No prior filingHolders