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Dynamic Wealth Strategies, LLC: SPIB position timeline

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

Dynamic Wealth Strategies, LLC held 89,653 SPIB 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 89,653 shares
    Change vs previous 13F +32,147 shares

    1.6% of the 13F portfolio, value $2,999,789.

    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 57,506 shares
    Change vs previous 13F +5,736 shares

    1.12% of the 13F portfolio, value $1,928,751.

    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 51,770 shares
    Change vs previous 13F -1,997 shares

    1.04% of the 13F portfolio, value $1,750,344.

    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 53,767 shares
    Change vs previous 13F -2,272 shares

    1.22% of the 13F portfolio, value $1,822,164.

    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 56,039 shares
    Change vs previous 13F -27,820 shares

    1.36% of the 13F portfolio, value $1,881,790.

    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 83,859 shares
    Change vs previous 13F -302 shares

    2.32% of the 13F portfolio, value $2,787,473.

    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 84,161 shares
    Change vs previous 13F +3,063 shares

    2.45% of the 13F portfolio, value $2,757,114.

    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 81,098 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $2,734,000.

    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).