New Dimensions Wealth Management, LLC historic quarter change: USA Other Stocks, Reduced
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 5 quarters from 2025-03-31 to 2026-06-30, New Dimensions Wealth Management, LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2068447), 5 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-12); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-15); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-03-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| North Horizon Holdings Inc. | Canada | $0.118B | 1 |
| Orca Investment Management, LLC | United States | $0.118B | 57 |
| Corecam AG | Switzerland | $0.117B | 59 |
| Stegent Equity Advisors, Inc. | United States | $0.117B | 101 |
| Donalies Financial Planning, LLC | United States | $0.117B | 74 |
| Alessandra Capital Management, LLC | United States | $0.117B | 112 |
| Electric Capital Partners, LLC | United States | $0.118B | 7 |
| Koenig Investment Advisory, LLC | United States | $0.118B | 36 |
| Warm Springs Advisors Inc. | United States | $0.118B | 48 |
| Walnut Level Capital LLC | United States | $0.118B | 39 |