Dynamic Wealth Strategies, LLC: LH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynamic Wealth Strategies, LLC on LH, newest first. How the timeline and the estimate are built.
Dynamic Wealth Strategies, LLC held 622 LH shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 622 sharesChange vs previous 13F -34 shares
0.09% of the 13F portfolio, value $174,160.
13F-HR 0001812853-26-000004 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 656 sharesChange vs previous 13F -206 shares
0.1% of the 13F portfolio, value $175,027.
13F-HR 0001812853-26-000003 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 862 sharesChange vs previous 13F +190 shares
0.13% of the 13F portfolio, value $216,259.
13F-HR 0001812853-26-000001 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 672 sharesChange vs previous 13F +35 shares
0.13% of the 13F portfolio, value $192,904.
13F-HR 0001812853-25-000006 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 637 sharesChange vs previous 13F -25 shares
0.12% of the 13F portfolio, value $167,219.
13F-HR 0001812853-25-000004 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 662 sharesChange vs previous 13F +662 shares
0.13% of the 13F portfolio, value $154,074.
13F-HR 0002034054-25-000004 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -654 shares
13F-HR 0001862864-25-000003 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 654 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $146,000.
13F-HR 0001812853-24-000007 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).