Dynamic Wealth Strategies, LLC: SGOV position timeline

Dynamic Wealth Strategies, LLC held 1,828 SGOV 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 1,828 shares

   Change vs previous 13F -119,058 shares

   0.1% of the 13F portfolio, value $184,025.

   13F-HR 0001812853-26-000004 filed by Dynamic Wealth Strategies, LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 120,886 shares

   Change vs previous 13F -148 shares

   7.04% of the 13F portfolio, value $12,168,385.

   13F-HR 0001812853-26-000003 filed by Dynamic Wealth Strategies, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 121,034 shares

   Change vs previous 13F +22,536 shares

   7.23% of the 13F portfolio, value $12,149,393.

   13F-HR 0001812853-26-000001 filed by Dynamic Wealth Strategies, LLC
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 98,498 shares

   Change vs previous 13F -44,517 shares

   6.63% of the 13F portfolio, value $9,918,749.

   13F-HR 0001812853-25-000006 filed by Dynamic Wealth Strategies, LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 143,015 shares

   Change vs previous 13F +125,332 shares

   10.37% of the 13F portfolio, value $14,400,180.

   13F-HR 0001812853-25-000004 filed by Dynamic Wealth Strategies, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 17,683 shares

   Change vs previous 13F -1,839 shares

   1.48% of the 13F portfolio, value $1,780,148.

   13F-HR 0002034054-25-000004 filed by Dynamic Wealth Strategies, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 19,522 shares

   Change vs previous 13F not available

   1.74% of the 13F portfolio, value $1,958,447.

   13F-HR 0001862864-25-000003 filed by Dynamic Wealth Strategies, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).