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Disclosery

Balance Wealth Partners LLC: DYNF position timeline

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

Balance Wealth Partners LLC held 20,380 DYNF shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,380 shares
    Change vs previous 13F +1,030 shares

    0.37% of the 13F portfolio, value $1,386,017.

    13F-HR 0001754960-26-000596 filed by Balance Wealth Partners 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 19,350 shares
    Change vs previous 13F -28,846 shares

    0.35% of the 13F portfolio, value $1,125,812.

    13F-HR 0001754960-26-000281 filed by Balance Wealth Partners 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 48,196 shares
    Change vs previous 13F +1,028 shares

    0.94% of the 13F portfolio, value $2,930,811.

    13F-HR 0001754960-26-000102 filed by Balance Wealth Partners 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 47,168 shares
    Change vs previous 13F +4,519 shares

    0.69% of the 13F portfolio, value $2,792,373.

    13F-HR 0001754960-25-000688 filed by Balance Wealth Partners 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 42,649 shares
    Change vs previous 13F +132 shares

    1.36% of the 13F portfolio, value $2,322,658.

    13F-HR 0001754960-25-000599 filed by Balance Wealth Partners 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 42,517 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,073,133.

    13F-HR 0001754960-25-000245 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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