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Disclosery

Dynamic Financial Group: FELV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynamic Financial Group on FELV, newest first. How the timeline and the estimate are built.

Dynamic Financial Group held 5,627 FELV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,627 shares
    Change vs previous 13F -104 shares

    0.17% of the 13F portfolio, value $225,591.

    13F-HR 0001172661-26-002829 filed by Dynamic Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,731 shares
    Change vs previous 13F +5,731 shares

    0.16% of the 13F portfolio, value $200,072.

    13F-HR 0001172661-26-001704 filed by Dynamic Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -7,205 shares

    13F-HR 0001172661-26-000302 filed by Dynamic Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 7,205 shares
    Change vs previous 13F -111 shares

    0.21% of the 13F portfolio, value $241,592.

    13F-HR 0001172661-25-004464 filed by Dynamic Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,316 shares
    Change vs previous 13F -42 shares

    0.22% of the 13F portfolio, value $232,442.

    13F-HR 0001172661-25-002741 filed by Dynamic Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,358 shares
    Change vs previous 13F -128 shares

    0.23% of the 13F portfolio, value $226,193.

    13F-HR 0001172661-25-001760 filed by Dynamic Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,486 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $228,112.

    13F-HR 0001172661-25-001435 filed by Dynamic Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).