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Dynamic Wealth Strategies, LLC: IEF position timeline

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

Dynamic Wealth Strategies, LLC held 46,469 IEF 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 46,469 shares
    Change vs previous 13F +24,623 shares

    2.34% of the 13F portfolio, value $4,394,573.

    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 21,846 shares
    Change vs previous 13F -7,358 shares

    1.21% of the 13F portfolio, value $2,084,982.

    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 29,204 shares
    Change vs previous 13F -2,291 shares

    1.67% of the 13F portfolio, value $2,808,257.

    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 31,495 shares
    Change vs previous 13F +10,765 shares

    2.03% of the 13F portfolio, value $3,038,008.

    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 20,730 shares
    Change vs previous 13F -87,402 shares

    1.43% of the 13F portfolio, value $1,985,312.

    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 108,132 shares
    Change vs previous 13F +1,015 shares

    8.57% of the 13F portfolio, value $10,312,549.

    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 107,117 shares
    Change vs previous 13F +22,616 shares

    8.81% of the 13F portfolio, value $9,902,967.

    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 84,501 shares
    Change vs previous 13F not available

    6.76% of the 13F portfolio, value $8,291,000.

    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).