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Dynamic Wealth Strategies, LLC: SPHQ position timeline

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

Dynamic Wealth Strategies, LLC held 93,951 SPHQ 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 93,951 shares
    Change vs previous 13F -202 shares

    4.51% of the 13F portfolio, value $8,464,985.

    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 94,153 shares
    Change vs previous 13F +2,096 shares

    4.1% of the 13F portfolio, value $7,079,364.

    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 92,057 shares
    Change vs previous 13F -3,377 shares

    4.11% of the 13F portfolio, value $6,908,878.

    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 95,434 shares
    Change vs previous 13F +524 shares

    4.67% of the 13F portfolio, value $6,994,358.

    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 94,910 shares
    Change vs previous 13F +4,140 shares

    4.87% of the 13F portfolio, value $6,763,287.

    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 90,770 shares
    Change vs previous 13F -33,689 shares

    5.01% of the 13F portfolio, value $6,021,682.

    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 124,459 shares
    Change vs previous 13F +4,337 shares

    7.43% of the 13F portfolio, value $8,342,487.

    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 120,122 shares
    Change vs previous 13F not available

    6.59% of the 13F portfolio, value $8,081,000.

    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).