Dynamic Wealth Strategies, LLC: PSA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynamic Wealth Strategies, LLC on PSA, newest first. How the timeline and the estimate are built.
Dynamic Wealth Strategies, LLC held 364 PSA shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 364 sharesChange vs previous 13F +63 shares
0.06% of the 13F portfolio, value $115,865.
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 301 sharesChange vs previous 13F -183 shares
0.05% of the 13F portfolio, value $81,535.
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 484 sharesChange vs previous 13F +137 shares
0.07% of the 13F portfolio, value $125,598.
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 347 sharesChange vs previous 13F +22 shares
0.07% of the 13F portfolio, value $100,231.
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 325 sharesChange vs previous 13F -72 shares
0.07% of the 13F portfolio, value $95,362.
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 397 sharesChange vs previous 13F +397 shares
0.1% of the 13F portfolio, value $118,818.
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 -411 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 411 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $150,000.
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).