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Dynamic Wealth Strategies, LLC: ITA position timeline

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

Dynamic Wealth Strategies, LLC held 285 ITA 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 285 shares
    Change vs previous 13F -779 shares

    0.04% of the 13F portfolio, value $69,090.

    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 1,064 shares
    Change vs previous 13F -25 shares

    0.13% of the 13F portfolio, value $232,750.

    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 1,089 shares
    Change vs previous 13F -508 shares

    0.14% of the 13F portfolio, value $233,797.

    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 1,597 shares
    Change vs previous 13F -590 shares

    0.22% of the 13F portfolio, value $334,188.

    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 2,187 shares
    Change vs previous 13F +74 shares

    0.3% of the 13F portfolio, value $412,556.

    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 2,113 shares
    Change vs previous 13F -3 shares

    0.27% of the 13F portfolio, value $323,500.

    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 2,116 shares
    Change vs previous 13F +7 shares

    0.27% of the 13F portfolio, value $307,561.

    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 2,109 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $316,000.

    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).