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Dynamic Wealth Strategies, LLC: EFA position timeline

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

Dynamic Wealth Strategies, LLC held 59,249 EFA 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 59,249 shares
    Change vs previous 13F -123 shares

    3.28% of the 13F portfolio, value $6,154,786.

    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 59,372 shares
    Change vs previous 13F -986 shares

    3.34% of the 13F portfolio, value $5,766,802.

    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 60,358 shares
    Change vs previous 13F -162 shares

    3.45% of the 13F portfolio, value $5,796,179.

    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 60,520 shares
    Change vs previous 13F -51,783 shares

    3.78% of the 13F portfolio, value $5,650,752.

    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 112,303 shares
    Change vs previous 13F +3,873 shares

    7.23% of the 13F portfolio, value $10,038,765.

    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 108,430 shares
    Change vs previous 13F -3,953 shares

    7.37% of the 13F portfolio, value $8,861,984.

    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 112,383 shares
    Change vs previous 13F +2,751 shares

    7.56% of the 13F portfolio, value $8,497,279.

    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 109,632 shares
    Change vs previous 13F not available

    7.48% of the 13F portfolio, value $9,169,000.

    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).