Dynamic Wealth Strategies, LLC: HD position timeline

Dynamic Wealth Strategies, LLC held 891 HD 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 891 shares

   Change vs previous 13F +211 shares

   0.17% of the 13F portfolio, value $314,238.

   13F-HR 0001812853-26-000004 filed by Dynamic Wealth Strategies, LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 680 shares

   Change vs previous 13F +20 shares

   0.13% of the 13F portfolio, value $223,645.

   13F-HR 0001812853-26-000003 filed by Dynamic Wealth Strategies, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 660 shares

   Change vs previous 13F +267 shares

   0.14% of the 13F portfolio, value $227,106.

   13F-HR 0001812853-26-000001 filed by Dynamic Wealth Strategies, LLC
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 393 shares

   Change vs previous 13F +16 shares

   0.11% of the 13F portfolio, value $159,240.

   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).

5. period ended2025-06-30

   13F 377 shares

   Change vs previous 13F -31 shares

   0.1% of the 13F portfolio, value $138,223.

   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).

6. period ended2025-03-31

   13F 408 shares

   Change vs previous 13F +408 shares

   0.12% of the 13F portfolio, value $149,528.

   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).

7. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -418 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.

8. period ended2024-09-30

   13F 418 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $169,000.

   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).