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Dynamic Wealth Strategies, LLC: IGM position timeline

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

Dynamic Wealth Strategies, LLC held 101,456 IGM 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 101,456 shares
    Change vs previous 13F -260 shares

    8.84% of the 13F portfolio, value $16,596,172.

    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 101,716 shares
    Change vs previous 13F +2,607 shares

    6.97% of the 13F portfolio, value $12,054,363.

    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 99,109 shares
    Change vs previous 13F +4,277 shares

    7.62% of the 13F portfolio, value $12,800,918.

    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 94,832 shares
    Change vs previous 13F +704 shares

    7.98% of the 13F portfolio, value $11,944,090.

    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 94,128 shares
    Change vs previous 13F +26,825 shares

    7.62% of the 13F portfolio, value $10,574,340.

    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 67,303 shares
    Change vs previous 13F +1,491 shares

    5.07% of the 13F portfolio, value $6,102,363.

    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 65,812 shares
    Change vs previous 13F +416 shares

    5.98% of the 13F portfolio, value $6,718,747.

    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 65,396 shares
    Change vs previous 13F not available

    5.12% of the 13F portfolio, value $6,274,000.

    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).