Dynamic Wealth Strategies, LLC: TLT position timeline

Dynamic Wealth Strategies, LLC held 22,363 TLT 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 22,363 shares

   Change vs previous 13F -293 shares

   1.03% of the 13F portfolio, value $1,932,610.

   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 22,656 shares

   Change vs previous 13F +212 shares

   1.14% of the 13F portfolio, value $1,964,049.

   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 22,444 shares

   Change vs previous 13F +2,753 shares

   1.16% of the 13F portfolio, value $1,956,219.

   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 19,691 shares

   Change vs previous 13F -2,388 shares

   1.18% of the 13F portfolio, value $1,759,785.

   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 22,079 shares

   Change vs previous 13F not available

   1.4% of the 13F portfolio, value $1,948,472.

   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).