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Dynamic Wealth Strategies, LLC: VGIT position timeline

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

Dynamic Wealth Strategies, LLC held 153,434 VGIT 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 153,434 shares
    Change vs previous 13F +3,039 shares

    4.82% of the 13F portfolio, value $9,049,537.

    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 150,395 shares
    Change vs previous 13F +4,010 shares

    5.18% of the 13F portfolio, value $8,956,022.

    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 146,385 shares
    Change vs previous 13F +8,008 shares

    5.22% of the 13F portfolio, value $8,772,853.

    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 138,377 shares
    Change vs previous 13F +32,387 shares

    5.55% of the 13F portfolio, value $8,306,771.

    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 105,990 shares
    Change vs previous 13F +40,366 shares

    4.57% of the 13F portfolio, value $6,339,262.

    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 65,624 shares
    Change vs previous 13F +77 shares

    3.24% of the 13F portfolio, value $3,898,066.

    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 65,547 shares
    Change vs previous 13F -57,369 shares

    3.38% of the 13F portfolio, value $3,801,726.

    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 122,916 shares
    Change vs previous 13F not available

    6.06% of the 13F portfolio, value $7,427,000.

    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).