Fourth Dimension Wealth, LLC TAFI — AB ACTIVE

Ownership history in Fourth Dimension Wealth, LLC  ·  7 quarters on record

AI Ownership Summary

Fourth Dimension Wealth, LLC reported AB ACTIVE (TAFI) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.35% in 2025 Q1. The latest visible filing shows TAFI at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TAFI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fourth Dimension Wealth, LLC's position in AB ACTIVE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TAFI was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TAFI stock page Fourth Dimension Wealth, LLC fund profile Fourth Dimension Wealth, LLC full holdings
How Fourth Dimension Wealth, LLC held TAFI — position size vs. price
% of Fund (quarterly)    TAFI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 35,728 +2,559 +7.7% 0.28% $901K 2026-07-31 $25.06
2026 Q1 ADDED — — — 33,169 +439 +1.3% 0.32% $835K 2026-05-11 $25.03
2025 Q4 ADDED — — — 32,730 +4,312 +15.2% 0.30% $825K 2026-02-04 $25.01
2025 Q3 REDUCED — — — 28,418 -662 -2.3% 0.27% $720K 2025-11-04 $24.72
2025 Q2 ADDED — — — 29,080 +428 +1.5% 0.31% $730K 2025-08-05 $24.47
2025 Q1 ADDED — — — 28,652 +5,206 +22.2% 0.35% $719K 2025-04-23 $23.86
2024 Q4 INITIATED — — — 23,446 — — 0.31% $585K 2025-02-18 $23.99

🏢 Other funds also holding TAFI

As of 2026 Q2 — sorted by position size

Whipplewood Advisors, LLC 1.47% Fluent Financial, LLC 3Y 7Y 1.42% Strid Group, LLC 3Y 7Y 1.09% URS Advisory LLC 0.79% TME FINANCIAL, INC. 0.56% ORBA Wealth Advisors, L.L.C. 0.46% KENNEDY INVESTMENT GROUP, INC. 3Y 0.44% Platform Technology Partners 3Y 0.3% Integras Partners LLC 0.26% ENCOMPASS WEALTH ADVISORS, LLC 3Y 0.14%

FAQ About Fourth Dimension Wealth, LLC and TAFI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fourth Dimension Wealth, LLC reported owning TAFI?

Fourth Dimension Wealth, LLC reported TAFI across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported TAFI position in Fourth Dimension Wealth, LLC's portfolio?

The largest reported portfolio weight for TAFI was 0.35% in 2025 Q1.

What is the latest reported TAFI position on this page?

The most recent filing on this page is 2026 Q2, when Fourth Dimension Wealth, LLC reported 35,728 shares, equal to 0.28% of portfolio, with an estimated market value of $901K.

What does the chart on this TAFI ownership page compare?

The chart compares Fourth Dimension Wealth, LLC's quarterly TAFI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Fourth Dimension Wealth, LLC time their TAFI position?

Based on 13F filing dates vs. subsequent TAFI price moves, Fourth Dimension Wealth, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on TAFI relative to SPY over the holding period was -11.3%.

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