Position in DD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,375
-$128 QoQ
Shares Held
47
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#925
of 1,025 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $39,249 across 3 Specialty Chemicals names. DD ranks #2 (16.2% of the industry book) .
All Filings in DD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,375 | 47 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $6,503 | 142 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,708 | 142 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $11,061 | 142 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,739 | 142 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,604 | 142 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $12,653 | 142 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,429 | 142 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $10,887 | 142 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,924 | 142 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||