Skip to content
Disclosery

Dynamic Wealth Strategies, LLC: XLF position timeline

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

Dynamic Wealth Strategies, LLC held 58,483 XLF 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 58,483 shares
    Change vs previous 13F +4,196 shares

    1.67% of the 13F portfolio, value $3,135,274.

    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 54,287 shares
    Change vs previous 13F +9,250 shares

    1.55% of the 13F portfolio, value $2,680,149.

    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 45,037 shares
    Change vs previous 13F +15,603 shares

    1.47% of the 13F portfolio, value $2,466,676.

    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 29,434 shares
    Change vs previous 13F +28,611 shares

    1.06% of the 13F portfolio, value $1,585,610.

    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 823 shares
    Change vs previous 13F -2,112 shares

    0.03% of the 13F portfolio, value $43,101.

    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 2,935 shares
    Change vs previous 13F -1,320 shares

    0.12% of the 13F portfolio, value $146,192.

    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 4,255 shares
    Change vs previous 13F -1,332 shares

    0.18% of the 13F portfolio, value $205,644.

    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 5,587 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $253,000.

    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).