Dynamic Wealth Strategies, LLC: TD position timeline

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

Dynamic Wealth Strategies, LLC held 157 TD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

period ended2026-06-30
13F 157 shares
Change vs previous 13F +36 shares
0.01% of the 13F portfolio, value $19,065.
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).
period ended2026-03-31
13F 121 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $11,291.
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).