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Disclosery

Aegis Wealth Management LLC: DYN position timeline

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

Aegis Wealth Management LLC held 150,030 DYN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,030 shares
    Change vs previous 13F +15,000 shares

    1.57% of the 13F portfolio, value $3,332,166.

    13F-HR 0001628818-26-000004 filed by Aegis 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 135,030 shares
    Change vs previous 13F +59,122 shares

    1.4% of the 13F portfolio, value $2,448,094.

    13F-HR 0001628818-26-000003 filed by Aegis 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 75,908 shares
    Change vs previous 13F +26,000 shares

    0.84% of the 13F portfolio, value $1,484,761.

    13F-HR 0001628818-26-000001 filed by Aegis 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 49,908 shares
    Change vs previous 13F +16,680 shares

    0.34% of the 13F portfolio, value $631,337.

    13F-HR 0001628818-25-000004 filed by Aegis 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 33,228 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $347,565.

    13F-HR 0001085146-25-004679 filed by Aegis 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 33,228 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $347,565.

    13F-HR 0001085146-25-002751 filed by Aegis Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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