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Dynamic Wealth Strategies, LLC: XLC position timeline

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

Dynamic Wealth Strategies, LLC held 23,286 XLC 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 23,286 shares
    Change vs previous 13F +194 shares

    1.33% of the 13F portfolio, value $2,494,629.

    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 23,092 shares
    Change vs previous 13F +4,516 shares

    1.48% of the 13F portfolio, value $2,559,979.

    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 18,576 shares
    Change vs previous 13F +1,516 shares

    1.3% of the 13F portfolio, value $2,186,767.

    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 17,060 shares
    Change vs previous 13F +8,913 shares

    1.35% of the 13F portfolio, value $2,019,392.

    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 8,147 shares
    Change vs previous 13F +1,316 shares

    0.64% of the 13F portfolio, value $884,194.

    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 6,831 shares
    Change vs previous 13F +26 shares

    0.55% of the 13F portfolio, value $658,850.

    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 6,805 shares
    Change vs previous 13F +199 shares

    0.59% of the 13F portfolio, value $658,792.

    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 6,606 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $597,000.

    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).