Fourth Dimension Wealth, LLC
Position in CDP — Copt Defense Properties
CIK 2056691
MIDDLEBURG HEIGHTS, OH
Position in CDP
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$14,556
+$2,316 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#268
of 322 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CDP Over Time
Shares Held
Position Value (USD)
Position in REIT - Office
Real Estate · as of Jun 30, 2026Fourth Dimension Wealth, LLC holds $123,912 across 3 REIT - Office names. CDP ranks #3 (11.7% of the industry book) .
All Filings in CDP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,556 | 400 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $12,240 | 400 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $11,120 | 400 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $11,624 | 400 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $11,032 | 400 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $10,908 | 400 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $12,380 | 400 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||