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Dynamic Wealth Strategies, LLC: VWO position timeline

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

Dynamic Wealth Strategies, LLC held 27,477 VWO 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 27,477 shares
    Change vs previous 13F +2,963 shares

    0.87% of the 13F portfolio, value $1,640,102.

    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 24,514 shares
    Change vs previous 13F +917 shares

    0.77% of the 13F portfolio, value $1,324,982.

    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 23,597 shares
    Change vs previous 13F +2,852 shares

    0.76% of the 13F portfolio, value $1,268,575.

    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 20,745 shares
    Change vs previous 13F +3,601 shares

    0.75% of the 13F portfolio, value $1,123,964.

    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 17,144 shares
    Change vs previous 13F -23,366 shares

    0.61% of the 13F portfolio, value $847,942.

    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 40,510 shares
    Change vs previous 13F 0 shares

    1.52% of the 13F portfolio, value $1,833,483.

    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 40,510 shares
    Change vs previous 13F -2,604 shares

    1.59% of the 13F portfolio, value $1,784,060.

    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 43,114 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $2,063,000.

    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).