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Dynamic Wealth Strategies, LLC: COPX position timeline

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

Dynamic Wealth Strategies, LLC held 22,703 COPX 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 22,703 shares
    Change vs previous 13F -4,402 shares

    0.93% of the 13F portfolio, value $1,747,450.

    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 27,105 shares
    Change vs previous 13F -28 shares

    1.2% of the 13F portfolio, value $2,069,467.

    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 27,133 shares
    Change vs previous 13F -4,922 shares

    1.16% of the 13F portfolio, value $1,947,878.

    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 32,055 shares
    Change vs previous 13F -6,886 shares

    1.28% of the 13F portfolio, value $1,917,210.

    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 38,941 shares
    Change vs previous 13F +12,537 shares

    1.26% of the 13F portfolio, value $1,752,345.

    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 26,404 shares
    Change vs previous 13F -1,609 shares

    0.86% of the 13F portfolio, value $1,031,604.

    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 28,013 shares
    Change vs previous 13F +4,349 shares

    0.95% of the 13F portfolio, value $1,069,536.

    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 23,664 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $1,119,000.

    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).