Skip to content
Disclosery

Dynamic Wealth Strategies, LLC: VMBS position timeline

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

Dynamic Wealth Strategies, LLC held 230,103 VMBS 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 230,103 shares
    Change vs previous 13F +20,668 shares

    5.74% of the 13F portfolio, value $10,771,121.

    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 209,435 shares
    Change vs previous 13F +16,844 shares

    5.69% of the 13F portfolio, value $9,832,973.

    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 192,591 shares
    Change vs previous 13F +17,060 shares

    5.4% of the 13F portfolio, value $9,067,184.

    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 175,531 shares
    Change vs previous 13F +76,821 shares

    5.51% of the 13F portfolio, value $8,242,936.

    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 98,710 shares
    Change vs previous 13F +17,137 shares

    3.29% of the 13F portfolio, value $4,574,221.

    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 81,573 shares
    Change vs previous 13F +8,689 shares

    3.14% of the 13F portfolio, value $3,777,646.

    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 72,884 shares
    Change vs previous 13F +19,891 shares

    2.94% of the 13F portfolio, value $3,304,561.

    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 52,993 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $2,502,000.

    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).