Dynamic Wealth Strategies, LLC: VZ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynamic Wealth Strategies, LLC on VZ, newest first. How the timeline and the estimate are built.
Dynamic Wealth Strategies, LLC held 263 VZ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 263 sharesChange vs previous 13F -2 shares
0.01% of the 13F portfolio, value $11,135.
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 265 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $13,303.
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 265 sharesChange vs previous 13F -380 shares
0.01% of the 13F portfolio, value $10,793.
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 645 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $28,348.
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 645 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $27,909.
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 645 sharesChange vs previous 13F +645 shares
0.02% of the 13F portfolio, value $29,257.
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 -4,004 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 4,004 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $180,000.
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).