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Capital Planning Advisors, LLC: DYNF position timeline

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

Capital Planning Advisors, LLC held 431,324 DYNF shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 431,324 shares
    Change vs previous 13F -25,286 shares

    3.63% of the 13F portfolio, value $25,094,430.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 456,610 shares
    Change vs previous 13F +44,584 shares

    3.71% of the 13F portfolio, value $27,766,454.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 412,026 shares
    Change vs previous 13F -1,706 shares

    3.35% of the 13F portfolio, value $24,391,939.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 413,732 shares
    Change vs previous 13F -4,611 shares

    3.3% of the 13F portfolio, value $22,531,845.

    13F-HR 0001172661-25-003407 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 418,343 shares
    Change vs previous 13F -1,842 shares

    3.15% of the 13F portfolio, value $20,398,405.

    13F-HR 0001172661-25-001696 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 420,185 shares
    Change vs previous 13F +72,519 shares

    3.33% of the 13F portfolio, value $21,534,481.

    13F-HR 0001172661-25-000259 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 347,666 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $17,199,037.

    13F-HR 0001172661-24-004558 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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