Fourth Dimension Wealth, LLC
All 13F Filings
- Location
- Middleburg Heights, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 316,301
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 744 | 316,301 | 13F-HR | Fourth Dimension Wealth, LLC |
| Q1 2026 | 5/11/2026 | 634 | 263,712 | 13F-HR | Fourth Dimension Wealth, LLC |
| Q4 2025 | 2/4/2026 | 643 | 274,033 | 13F-HR | Fourth Dimension Wealth, LLC |
| Q3 2025 | 11/4/2025 | 629 | 262,162 | 13F-HR | Fourth Dimension Wealth, LLC |
| Q2 2025 | 8/5/2025 | 637 | 236,792 | 13F-HR | Fourth Dimension Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 234.5 K | 74.1% | 34.45 K | 0 | 34.45 K |
| ETFs | 81.77 K | 25.9% | 18.13 K | 0 | 18.13 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
316,301
Holdings
744
QoQ value change ($000)
52,589
(19.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.