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Disclosery

Dynamic Wealth Strategies, LLC: IEX position timeline

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

Dynamic Wealth Strategies, LLC held 565 IEX 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 565 shares
    Change vs previous 13F -62 shares

    0.07% of the 13F portfolio, value $128,227.

    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 627 shares
    Change vs previous 13F -7 shares

    0.07% of the 13F portfolio, value $118,848.

    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 634 shares
    Change vs previous 13F +39 shares

    0.07% of the 13F portfolio, value $112,814.

    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 595 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $96,842.

    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).