Position in TPG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,257
+$690 QoQ
Shares Held
31
+121.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#329
of 367 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TPG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Dynamic Wealth Strategies, LLC holds $238,216 across 4 Asset Management names. TPG ranks #4 (0.5% of the industry book) .
All Filings in TPG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,257 | 31 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $567 | 14 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||