Dynamic Wealth Strategies, LLC: CHRW position timeline

Dynamic Wealth Strategies, LLC held 0 CHRW shares at 2025-09-30 per its 13F-HR filed 2025-10-29.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2 shares

   13F-HR 0001812853-25-000006 filed by Dynamic Wealth Strategies, LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 2 shares

   Change vs previous 13F -1,352 shares

   <0.01% of the 13F portfolio, value $192.

   13F-HR 0001812853-25-000004 filed by Dynamic Wealth Strategies, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 1,354 shares

   Change vs previous 13F +1,354 shares

   0.12% of the 13F portfolio, value $138,650.

   13F-HR 0002034054-25-000004 filed by Dynamic Wealth Strategies, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -1,322 shares

   13F-HR 0001862864-25-000003 filed by Dynamic Wealth Strategies, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 1,322 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $146,000.

   13F-HR 0001812853-24-000007 filed by Dynamic Wealth Strategies, LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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