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Dynamic Wealth Strategies, LLC: BND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynamic Wealth Strategies, LLC on BND, newest first. How the timeline and the estimate are built.

Dynamic Wealth Strategies, LLC held 226,547 BND shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,547 shares
    Change vs previous 13F +932 shares

    8.86% of the 13F portfolio, value $16,630,815.

    13F-HR 0001812853-26-000004 filed by Dynamic Wealth Strategies, LLC
    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 225,615 shares
    Change vs previous 13F +16,347 shares

    9.61% of the 13F portfolio, value $16,614,289.

    13F-HR 0001812853-26-000003 filed by Dynamic Wealth Strategies, LLC
    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 209,268 shares
    Change vs previous 13F +49,606 shares

    9.23% of the 13F portfolio, value $15,500,481.

    13F-HR 0001812853-26-000001 filed by Dynamic Wealth Strategies, LLC
    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 159,662 shares
    Change vs previous 13F -11,547 shares

    7.93% of the 13F portfolio, value $11,874,063.

    13F-HR 0001812853-25-000006 filed by Dynamic Wealth Strategies, LLC
    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 171,209 shares
    Change vs previous 13F +49,775 shares

    9.08% of the 13F portfolio, value $12,606,119.

    13F-HR 0001812853-25-000004 filed by Dynamic Wealth Strategies, LLC
    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 121,434 shares
    Change vs previous 13F +912 shares

    7.42% of the 13F portfolio, value $8,919,327.

    13F-HR 0002034054-25-000004 filed by Dynamic Wealth Strategies, LLC
    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 120,522 shares
    Change vs previous 13F +7,589 shares

    7.71% of the 13F portfolio, value $8,666,737.

    13F-HR 0001862864-25-000003 filed by Dynamic Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 112,933 shares
    Change vs previous 13F not available

    6.92% of the 13F portfolio, value $8,482,000.

    13F-HR 0001812853-24-000007 filed by Dynamic Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).