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Dynamic Wealth Strategies, LLC: EWG position timeline

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

Dynamic Wealth Strategies, LLC held 29,452 EWG 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 29,452 shares
    Change vs previous 13F -137 shares

    0.65% of the 13F portfolio, value $1,218,429.

    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 29,589 shares
    Change vs previous 13F +1,225 shares

    0.68% of the 13F portfolio, value $1,173,796.

    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 28,364 shares
    Change vs previous 13F +11,116 shares

    0.72% of the 13F portfolio, value $1,205,470.

    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 17,248 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $717,689.

    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).