Fourth Dimension Wealth, LLC
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Middleburg Heights, OH
CIK
0002056691
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
654
206,884
AAPL, SPTM, JMBS, XLK
13F-HR
4/23/2025
000205669125000002
Q4 2024
629
191,658
AAPL, SPTM, XLK, VUG
13F-HR
2/18/2025
000205669125000001