Dynamic Wealth Strategies, LLC SEC EDGAR Filings (CIK 0001812853)

SEC EDGAR filings, ownership reports, and insider transactions for Dynamic Wealth Strategies, LLC.

Business address
9700 Village Center Drive, Suite 50 A, Granite Bay, CA, 95746
Top securities (13F)
IGM, BND, VTV, SGOV, VGIT, VMBS, SPHQ, EFA, VEA, SPYG, EFV, EWJ, GSLC, IEF, EMXC, SPSB, EWU, GDX, IGV, and XLC
State of incorporation
CA
Fiscal year end
31 December
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Dynamic Wealth Strategies, LLC has filed 9 SEC EDGAR filings since 13 Feb 2024

Latest Filings

Recent SEC filings for Dynamic Wealth Strategies, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Oct 2025 30 Sep 2025 028-23783
N-PX Open N-PX document View SEC filing for N-PX 13 Aug 2025 30 Jun 2025 028-23783
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2025 30 Jun 2025 028-23783
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2025 31 Mar 2025 028-23783
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2025 31 Dec 2024 028-23783
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2024 30 Sep 2024 028-23783
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Aug 2024 30 Jun 2024 028-23783
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2024 31 Mar 2024 028-23783
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2024 31 Dec 2023 028-23783

About this filer

Dynamic Wealth Strategies, LLC files with the SEC under CIK 0001812853. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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