Position in BWA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$264,936
+$25,379 QoQ
Shares Held
3,990
-9.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#582
of 815 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BWA Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $404,830 across 2 Auto Parts names. BWA ranks #1 (65.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWA |
Borgwarner Inc
This page
|
3,990 | $264,936 | |
| 2 | GNTX |
Gentex Corp
|
5,536 | $139,894 |
All Filings in BWA
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $264,936 | 3,990 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $239,557 | 4,415 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $236,610 | 5,251 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $193,643 | 4,405 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $167,533 | 5,004 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $152,704 | 5,330 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $192,300 | 5,299 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $183,768 | 5,700 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $197,357 | 5,681 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $171,972 | 4,797 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||