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Dynamic Wealth Strategies, LLC: VO position timeline

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

Dynamic Wealth Strategies, LLC held 31,410 VO 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 31,410 shares
    Change vs previous 13F +23,729 shares

    1.35% of the 13F portfolio, value $2,530,704.

    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 7,681 shares
    Change vs previous 13F +375 shares

    1.28% of the 13F portfolio, value $2,205,830.

    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 7,306 shares
    Change vs previous 13F +2,675 shares

    1.26% of the 13F portfolio, value $2,120,347.

    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 4,631 shares
    Change vs previous 13F +167 shares

    0.91% of the 13F portfolio, value $1,360,310.

    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 4,464 shares
    Change vs previous 13F +903 shares

    0.9% of the 13F portfolio, value $1,249,161.

    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 3,561 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $920,946.

    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).