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Disclosery

Dynamic Financial Group: IWF position timeline

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

Dynamic Financial Group held 57,144 IWF 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 57,144 shares
    Change vs previous 13F +43,015 shares

    5.36% of the 13F portfolio, value $7,095,607.

    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 14,129 shares
    Change vs previous 13F +185 shares

    4.93% of the 13F portfolio, value $6,024,640.

    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 13,944 shares
    Change vs previous 13F +277 shares

    5.63% of the 13F portfolio, value $6,599,855.

    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 13,667 shares
    Change vs previous 13F -156 shares

    5.56% of the 13F portfolio, value $6,401,922.

    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 13,823 shares
    Change vs previous 13F -400 shares

    5.66% of the 13F portfolio, value $5,868,839.

    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 14,223 shares
    Change vs previous 13F +156 shares

    5.14% of the 13F portfolio, value $5,135,691.

    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 14,067 shares
    Change vs previous 13F not available

    5.74% of the 13F portfolio, value $5,648,874.

    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).