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Disclosery

Avidian Wealth Enterprises, LLC: DYNF position timeline

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

Avidian Wealth Enterprises, LLC held 40,825 DYNF shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 40,825 shares
    Change vs previous 13F -43,978 shares

    0.08% of the 13F portfolio, value $2,827,512.

    13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 84,803 shares
    Change vs previous 13F +6,450 shares

    0.16% of the 13F portfolio, value $5,767,425.

    13F-HR 0002085853-26-000851 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 78,353 shares
    Change vs previous 13F -19,778 shares

    0.14% of the 13F portfolio, value $4,558,587.

    13F-HR 0001471474-26-000005 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 98,131 shares
    Change vs previous 13F -7,812 shares

    0.22% of the 13F portfolio, value $5,967,358.

    13F-HR 0002085853-26-000161 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 105,943 shares
    Change vs previous 13F +32,841 shares

    0.24% of the 13F portfolio, value $6,271,834.

    13F-HR 0002085853-25-000195 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 73,102 shares
    Change vs previous 13F +1,052 shares

    0.16% of the 13F portfolio, value $3,981,142.

    13F-HR 0001667731-25-001007 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 72,050 shares
    Change vs previous 13F -310 shares

    0.16% of the 13F portfolio, value $3,513,153.

    13F-HR 0001667731-25-000528 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 72,360 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,708,426.

    13F-HR 0001667731-25-000150 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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