Dynamic Wealth Strategies, LLC: CSCO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynamic Wealth Strategies, LLC on CSCO, newest first. How the timeline and the estimate are built.
Dynamic Wealth Strategies, LLC held 1,189 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 1,189 sharesChange vs previous 13F +204 shares
0.07% of the 13F portfolio, value $139,660.
13F-HR 0001812853-26-000004 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 985 sharesChange vs previous 13F -124 shares
0.04% of the 13F portfolio, value $76,426.
13F-HR 0001812853-26-000003 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,109 sharesChange vs previous 13F -770 shares
0.05% of the 13F portfolio, value $85,426.
13F-HR 0001812853-26-000001 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,879 sharesChange vs previous 13F -145 shares
0.09% of the 13F portfolio, value $128,561.
13F-HR 0001812853-25-000006 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,024 sharesChange vs previous 13F -72 shares
0.1% of the 13F portfolio, value $140,425.
13F-HR 0001812853-25-000004 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,096 sharesChange vs previous 13F +2,096 shares
0.11% of the 13F portfolio, value $129,344.
13F-HR 0002034054-25-000004 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -2,778 shares
13F-HR 0001862864-25-000003 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 2,778 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $148,000.
13F-HR 0001812853-24-000007 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).