Dynamic Wealth Strategies, LLC
Position in COLD — Americold Realty Trust
CIK 1812853
GRANITE BAY, CA
Position in COLD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$47
-$9,155 QoQ
Shares Held
3
-99.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#406
of 406 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COLD Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $185,355 across 4 REIT - Industrial names. COLD ranks #4 (0.0% of the industry book) .
All Filings in COLD
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47 | 3 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $9,202 | 803 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,226 | 873 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $10,685 | 873 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $14,517 | 873 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $35,945 | 1,675 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $44,864 | 1,587 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,762 | 578 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $14,154 | 568 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,951 | 560 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||