Position in WWD
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$9,785
+$1,553 QoQ
Shares Held
23
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#701
of 754 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WWD 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. WWD ranks #11 (0.6% 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.
|
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 WWD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,785 | 23 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $8,232 | 23 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,953 | 23 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,812 | 23 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $210,777 | 860 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $124,093 | 680 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $61,242 | 368 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||