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Disclosery

Dynamic Financial Group: SVAL position timeline

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

Dynamic Financial Group held 6,009 SVAL 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 6,009 shares
    Change vs previous 13F +4 shares

    0.19% of the 13F portfolio, value $251,079.

    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 6,005 shares
    Change vs previous 13F +3 shares

    0.18% of the 13F portfolio, value $215,811.

    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 6,002 shares
    Change vs previous 13F -488 shares

    0.18% of the 13F portfolio, value $206,045.

    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 6,490 shares
    Change vs previous 13F -412 shares

    0.19% of the 13F portfolio, value $217,476.

    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 6,902 shares
    Change vs previous 13F -4,151 shares

    0.21% of the 13F portfolio, value $214,346.

    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 11,053 shares
    Change vs previous 13F -328 shares

    0.33% of the 13F portfolio, value $331,638.

    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 11,381 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $369,667.

    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).