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Dynamic Financial Group: IEFA position timeline

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

Dynamic Financial Group held 27,067 IEFA 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 27,067 shares
    Change vs previous 13F +814 shares

    1.97% of the 13F portfolio, value $2,614,154.

    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 26,253 shares
    Change vs previous 13F +4,220 shares

    1.94% of the 13F portfolio, value $2,376,701.

    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 22,033 shares
    Change vs previous 13F +29 shares

    1.68% of the 13F portfolio, value $1,971,115.

    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).

  4. period ended2025-09-30
    13F 22,004 shares
    Change vs previous 13F +752 shares

    1.67% of the 13F portfolio, value $1,921,170.

    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 21,252 shares
    Change vs previous 13F -195 shares

    1.71% of the 13F portfolio, value $1,774,118.

    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 21,447 shares
    Change vs previous 13F +35 shares

    1.62% of the 13F portfolio, value $1,622,447.

    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 21,412 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $1,504,818.

    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).