Skip to content

Certus Wealth Management, LLC: DYNF position timeline

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

Certus Wealth Management, LLC held 158,695 DYNF shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 158,695 shares
    Change vs previous 13F +26,461 shares

    5.62% of the 13F portfolio, value $9,394,744.

    13F-HR 0001765380-25-000447 filed by Certus 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 ended2025-06-30
    13F 132,234 shares
    Change vs previous 13F -1,824 shares

    4.64% of the 13F portfolio, value $7,201,464.

    13F-HR 0001765380-25-000265 filed by Certus 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 ended2025-03-31
    13F 134,058 shares
    Change vs previous 13F +3,663 shares

    4.66% of the 13F portfolio, value $6,866,451.

    13F-HR 0001765380-25-000223 filed by Certus 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 ended2024-12-31
    13F 130,395 shares
    Change vs previous 13F +5,601 shares

    4.64% of the 13F portfolio, value $6,930,494.

    13F-HR 0001765380-25-000072 filed by Certus 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 ended2024-09-30
    13F 124,794 shares
    Change vs previous 13F +6,043 shares

    4.3% of the 13F portfolio, value $6,173,559.

    13F-HR 0001765380-24-000435 filed by Certus 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 ended2024-06-30
    13F 118,751 shares
    Change vs previous 13F +74,351 shares

    4.23% of the 13F portfolio, value $5,574,172.

    13F-HR 0001765380-24-000261 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 44,400 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $1,926,516.

    13F-HR 0001765380-24-000188 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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