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Disclosery

Dynamic Financial Group: IWP position timeline

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

Dynamic Financial Group held 11,397 IWP 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 11,397 shares
    Change vs previous 13F +703 shares

    1.26% of the 13F portfolio, value $1,668,628.

    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 10,694 shares
    Change vs previous 13F +728 shares

    1.12% of the 13F portfolio, value $1,370,105.

    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 9,966 shares
    Change vs previous 13F +129 shares

    1.16% of the 13F portfolio, value $1,364,689.

    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 9,837 shares
    Change vs previous 13F -107 shares

    1.22% of the 13F portfolio, value $1,400,875.

    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 9,944 shares
    Change vs previous 13F +2,442 shares

    1.33% of the 13F portfolio, value $1,378,995.

    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 7,502 shares
    Change vs previous 13F +180 shares

    0.88% of the 13F portfolio, value $881,424.

    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 7,322 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $928,082.

    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).