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Annex Advisory Services, LLC: DYNF position timeline

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

Annex Advisory Services, LLC held 141,133 DYNF shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,133 shares
    Change vs previous 13F -7,175 shares

    0.16% of the 13F portfolio, value $9,598,500.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, 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 148,308 shares
    Change vs previous 13F -1,074,137 shares

    0.16% of the 13F portfolio, value $8,628,557.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, 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 1,222,445 shares
    Change vs previous 13F +166,019 shares

    1.42% of the 13F portfolio, value $74,336,900.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, 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 1,056,426 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $62,540,427.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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