Position in WY
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$15,991
+$4,167 QoQ
Shares Held
668
+38.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#782
of 896 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WY Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Fourth Dimension Wealth, LLC holds $121,130 across 5 REIT - Specialty names. WY ranks #3 (13.2% of the industry book) .
All Filings in WY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,991 | 668 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $11,824 | 484 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $22,742 | 960 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $23,798 | 960 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $24,662 | 960 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $28,108 | 960 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $27,024 | 960 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||