New Dimensions Wealth Management, LLC

Q3 2026 13F Holdings

Location
Allen, TX
Holdings as of
9/30/2026
Value ($000)
$139,256
Num holdings
21
Date filed
11/2/2026
Form type
13F-HR
Prev filing
8/12/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type