Position in COO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$88,561
-$2,601 QoQ
Shares Held
1,235
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#536
of 669 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COO Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $99,021 across 3 Medical Instruments & Supplies names. COO ranks #1 (89.4% of the industry book) .
All Filings in COO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,561 | 1,235 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $91,162 | 1,275 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $121,792 | 1,486 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $101,400 | 1,479 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $32,235 | 453 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $40,403 | 479 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $75,362 | 683 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $60,848 | 697 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $69,804 | 688 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $88,176 | 233 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||