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Disclosery

Dynamic Financial Group: IWS position timeline

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

Dynamic Financial Group held 2,775 IWS 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 2,775 shares
    Change vs previous 13F +194 shares

    0.35% of the 13F portfolio, value $456,846.

    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 2,581 shares
    Change vs previous 13F -76 shares

    0.31% of the 13F portfolio, value $376,224.

    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 2,657 shares
    Change vs previous 13F -757 shares

    0.32% of the 13F portfolio, value $374,769.

    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 3,414 shares
    Change vs previous 13F -164 shares

    0.41% of the 13F portfolio, value $476,795.

    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 3,578 shares
    Change vs previous 13F -4 shares

    0.46% of the 13F portfolio, value $472,849.

    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 3,582 shares
    Change vs previous 13F -11 shares

    0.45% of the 13F portfolio, value $451,164.

    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 3,593 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $464,724.

    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).