Dynamic Wealth Strategies, LLC

Position in V — Visa Inc.

CIK 1812853 GRANITE BAY, CA

Position in V

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$283,392

+$24,675 QoQ

Shares Held

826

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.30%

of 13F equity value

Holder Rank

#3,970

of 4,501 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Dynamic Wealth Strategies, LLC holds $655,868 across 5 Credit Services names. V ranks #2 (43.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	1,628	$326,609
2	V	Visa Inc. This page	826	$283,392
3	MA	Mastercard Inc	66	$33,897
4	AXP	American Express Co	21	$7,103
5	SYF	Synchrony Financial	64	$4,867

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$283,392	826	-3.5%	Shares	Sole	2026-07-23
2026-03-31	$258,717	856	-1.3%	Shares	Sole	2026-05-13
2025-12-31	$304,065	867	+42.8%	Shares	Sole	2026-02-04
2025-09-30	$207,217	607	+2.4%	Shares	Sole	2025-10-29
2025-06-30	$210,544	593	-11.2%	Shares	Sole	2025-08-13
2025-03-31	$234,107	668	-2.1%	Shares	Sole	2025-05-13
2024-12-31	$215,539	682	+0.1%	Shares	Sole	2025-02-13
2024-09-30	$187,240	681	-7.5%	Shares	Sole	2024-11-13
2024-06-30	$193,177	736	-7.3%	Shares	Sole	2024-08-15
2024-03-31	$221,589	794	+4.3%	Shares	Sole	2024-05-15
2023-12-31	$198,126	761	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.