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CIK 0001812853 • 7 13F filings • May 13, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("dynamic-wealth-strategies-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001812853-25-000006 |
| $149.7M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0001812853-26-000004 | $187.8M | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001812853-25-000004 | $138.9M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001812853-26-000003 | $172.9M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0002034054-25-000004 | $120.3M | View |