Skip to content
Disclosery

Dynasty Wealth Management, LLC: ABFL position timeline

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

Dynasty Wealth Management, LLC held 4,245,193 ABFL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,245,193 shares
    Change vs previous 13F +45,726 shares

    2.71% of the 13F portfolio, value $364,492,263.

    13F-HR 0001727599-26-000004 filed by Dynasty 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 ended2026-03-31
    13F 4,199,467 shares
    Change vs previous 13F -4,020,237 shares

    2.6% of the 13F portfolio, value $298,750,047.

    13F-HR 0001727599-26-000003 filed by Dynasty 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 ended2025-12-31
    13F 8,219,704 shares
    Change vs previous 13F +247,400 shares

    5.76% of the 13F portfolio, value $586,640,246.

    13F-HR 0001727599-26-000002 filed by Dynasty 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 ended2025-09-30
    13F 7,972,304 shares
    Change vs previous 13F +1,337,607 shares

    7.66% of the 13F portfolio, value $573,758,759.

    13F-HR 0001727599-25-000007 filed by Dynasty 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 ended2025-06-30
    13F 6,634,697 shares
    Change vs previous 13F -94,766 shares

    8% of the 13F portfolio, value $469,471,189.

    13F-HR 0001727599-25-000006 filed by Dynasty 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 ended2025-03-31
    13F 6,729,463 shares
    Change vs previous 13F -308,593 shares

    7.17% of the 13F portfolio, value $430,079,993.

    13F-HR 0001727599-25-000005 filed by Dynasty 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 ended2024-12-31
    13F 7,038,056 shares
    Change vs previous 13F +2,927,481 shares

    8.07% of the 13F portfolio, value $467,816,888.

    13F-HR 0001727599-25-000002 filed by Dynasty Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,110,575 shares
    Change vs previous 13F not available

    8.1% of the 13F portfolio, value $267,930,021.

    13F-HR 0001727599-24-000006 filed by Dynasty Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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