Dynamic Wealth Strategies, LLC: VAW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynamic Wealth Strategies, LLC on VAW, newest first. How the timeline and the estimate are built.
Dynamic Wealth Strategies, LLC held 360 VAW shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 360 sharesChange vs previous 13F 0 shares
0.04% of the 13F portfolio, value $82,364.
13F-HR 0001812853-26-000004 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 360 sharesChange vs previous 13F -26 shares
0.05% of the 13F portfolio, value $81,122.
13F-HR 0001812853-26-000003 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 386 sharesChange vs previous 13F +2 shares
0.05% of the 13F portfolio, value $80,114.
13F-HR 0001812853-26-000001 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 384 sharesChange vs previous 13F 0 shares
0.05% of the 13F portfolio, value $78,666.
13F-HR 0001812853-25-000006 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 384 sharesChange vs previous 13F +1 shares
0.05% of the 13F portfolio, value $74,815.
13F-HR 0001812853-25-000004 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 383 sharesChange vs previous 13F +383 shares
0.06% of the 13F portfolio, value $72,314.
13F-HR 0002034054-25-000004 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -336 shares
13F-HR 0001862864-25-000003 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 336 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $71,000.
13F-HR 0001812853-24-000007 filed by Dynamic Wealth Strategies, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).