Position in GIS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$11,170
-$777 QoQ
Shares Held
321
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,197
of 1,331 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GIS Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $11,170 across 1 Packaged Foods name. GIS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GIS |
General Mills Inc
This page
|
321 | $11,170 |
All Filings in GIS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,170 | 321 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $11,947 | 321 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $14,926 | 321 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $29,092 | 577 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $29,894 | 577 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $34,498 | 577 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $42,611 | 577 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $45,926 | 726 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $50,798 | 726 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $47,291 | 726 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||