Long-term investor
Fourth Dimension Wealth, LLC @fourthdimensionwealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056691).
Record
- Tracked since 2025-06-30 (476 days), 71 trades recorded
- Returns: week n/a · month n/a · 90 days +0.4% · 6 months +8.3% · 1 year +4.4% · all +4.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A805 · 5.8% · long · since 2025-06-30
- 81369Y803 · 5.8% · long · since 2025-06-30
- AAPL · 4.8% · long · since 2025-06-30
- 46138G698 · 3.4% · long · since 2026-06-30
- 47103U852 · 3.3% · long · since 2025-06-30
- NVDA · 3.1% · long · since 2025-06-30
- 78463X889 · 2.5% · long · since 2025-06-30
- 381430503 · 2.4% · long · since 2025-06-30
- 78464A672 · 2.3% · long · since 2025-06-30
- AMZN · 2.0% · long · since 2025-06-30
- 72201R775 · 2.0% · long · since 2026-06-30
- 922908736 · 1.9% · long · since 2025-06-30