Filer · Institutional
New Dimensions Wealth Management,LLC
CIK 0002068447TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 5
Q1 202613F-HR
0002068447-26-000004 · filed 2026-05-15
20
positions
Q4 202513F-HR
0002068447-26-000002 · filed 2026-02-03
20
positions
Q3 202513F-HR
0002068447-25-000008 · filed 2025-11-04
20
positions
Q2 202513F-HR
0002068447-25-000004 · filed 2025-08-06
19
positions
Q1 202513F-HR
0002068447-25-000002 · filed 2025-05-15
19
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.