Fourth Dimension Wealth, LLC
Position in LOAR — Loar Holdings Inc.
CIK 2056691
MIDDLEBURG HEIGHTS, OH
Position in LOAR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$470,843
+$219,512 QoQ
Shares Held
5,841
+33.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#156
of 279 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LOAR Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Fourth Dimension Wealth, LLC holds $1,704,272 across 13 Aerospace & Defense names. LOAR ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPCX |
Space Exploration Technologies Corp
|
3,127 | $534,279 | |
| 2 | LOAR |
Loar Holdings Inc.
This page
|
5,841 | $470,843 | |
| 3 | GE |
General Electric Co
|
598 | $223,490 | |
| 4 | RTX |
RTX Corp
|
869 | $164,875 | |
| 5 | LMT |
Lockheed Martin Corp
|
245 | $124,817 | |
| 6 | BA |
Boeing Co
|
325 | $70,352 | |
| 7 | HONA |
Honeywell Aerospace Inc.
|
210 | $46,368 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
51 | $28,591 |
All Filings in LOAR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,843 | 5,841 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $251,331 | 4,387 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||