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Dynamic Wealth Strategies, LLC: SPSB position timeline

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

Dynamic Wealth Strategies, LLC held 53,439 SPSB 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 53,439 shares
    Change vs previous 13F -2,324 shares

    0.85% of the 13F portfolio, value $1,603,704.

    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 55,763 shares
    Change vs previous 13F +142 shares

    0.97% of the 13F portfolio, value $1,676,793.

    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 55,621 shares
    Change vs previous 13F -41,317 shares

    1% of the 13F portfolio, value $1,679,754.

    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 96,938 shares
    Change vs previous 13F -3,714 shares

    1.96% of the 13F portfolio, value $2,936,252.

    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 100,652 shares
    Change vs previous 13F -60,046 shares

    2.19% of the 13F portfolio, value $3,038,684.

    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 160,698 shares
    Change vs previous 13F +357 shares

    4.02% of the 13F portfolio, value $4,837,010.

    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 160,341 shares
    Change vs previous 13F +720 shares

    4.26% of the 13F portfolio, value $4,787,782.

    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 159,621 shares
    Change vs previous 13F not available

    3.94% of the 13F portfolio, value $4,833,000.

    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).