Dynamic Wealth Strategies, LLC: TRV position timeline

Dynamic Wealth Strategies, LLC held 1,007 TRV 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 1,007 shares

   Change vs previous 13F -33 shares

   0.18% of the 13F portfolio, value $332,431.

   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 1,040 shares

   Change vs previous 13F -204 shares

   0.18% of the 13F portfolio, value $303,347.

   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 1,244 shares

   Change vs previous 13F +227 shares

   0.21% of the 13F portfolio, value $360,835.

   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 1,017 shares

   Change vs previous 13F +45 shares

   0.19% of the 13F portfolio, value $283,967.

   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 972 shares

   Change vs previous 13F -188 shares

   0.19% of the 13F portfolio, value $260,049.

   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).

6. period ended2025-03-31

   13F 1,160 shares

   Change vs previous 13F -2 shares

   0.26% of the 13F portfolio, value $306,774.

   13F-HR 0002034054-25-000004 filed by Dynamic Wealth Strategies, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 1,162 shares

   Change vs previous 13F +1 shares

   0.25% of the 13F portfolio, value $279,914.

   13F-HR 0001862864-25-000003 filed by Dynamic Wealth Strategies, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 1,161 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $272,000.

   13F-HR 0001812853-24-000007 filed by Dynamic Wealth Strategies, LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).