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Able Wealth Management LLC: DYNF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Able Wealth Management LLC on DYNF, newest first. How the timeline and the estimate are built.

Able Wealth Management LLC held 324,066 DYNF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 324,066 shares
    Change vs previous 13F +9,723 shares

    5.06% of the 13F portfolio, value $22,039,737.

    13F-HR 0002085853-26-000903 filed by Able Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 314,343 shares
    Change vs previous 13F +88,820 shares

    4.89% of the 13F portfolio, value $18,288,483.

    13F-HR 0002085853-26-000500 filed by Able Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 225,523 shares
    Change vs previous 13F +46,458 shares

    4.34% of the 13F portfolio, value $13,714,068.

    13F-HR 0002085853-26-000105 filed by Able Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 179,065 shares
    Change vs previous 13F +58,416 shares

    3.99% of the 13F portfolio, value $10,600,654.

    13F-HR 0002085853-25-000084 filed by Able Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 120,649 shares
    Change vs previous 13F +43,904 shares

    3.31% of the 13F portfolio, value $6,570,565.

    13F-HR 0001667731-25-001052 filed by Able Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 76,745 shares
    Change vs previous 13F +23,265 shares

    2.22% of the 13F portfolio, value $3,742,082.

    13F-HR 0001667731-25-000545 filed by Able Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 53,480 shares
    Change vs previous 13F +37,385 shares

    1.8% of the 13F portfolio, value $2,740,867.

    13F-HR 0001667731-25-000199 filed by Able Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 16,095 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $796,219.

    13F-HR 0002011908-24-000004 filed by Able Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).