Fourth Dimension Wealth, LLC
Position in COF — Capital One Financial Corp
CIK 2056691
MIDDLEBURG HEIGHTS, OH
Position in COF
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$14,244
-$285,312 QoQ
Shares Held
71
-94.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,989
of 2,092 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COF Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Fourth Dimension Wealth, LLC holds $915,661 across 7 Credit Services names. COF ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
992 | $509,491 | |
| 2 | V |
Visa Inc.
|
999 | $342,746 | |
| 3 | FCFS |
FirstCash Holdings, Inc.
|
100 | $21,632 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
393 | $16,969 | |
| 5 | COF |
Capital One Financial Corp
This page
|
71 | $14,244 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
100 | $6,097 | |
| 7 | SOFI |
SoFi Technologies, Inc.
|
250 | $4,482 |
All Filings in COF
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,244 | 71 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $299,556 | 1,236 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $225,759 | 1,062 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $186,377 | 876 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $17,930 | 100 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||