Dynasty Wealth Management, LLC: ABLG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynasty Wealth Management, LLC on ABLG, newest first. How the timeline and the estimate are built.
Dynasty Wealth Management, LLC held 180,629 ABLG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 180,629 sharesChange vs previous 13F -43,085 shares
0.04% of the 13F portfolio, value $5,922,812.
13F-HR 0001727599-26-000004 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 223,714 sharesChange vs previous 13F -60,776 shares
0.06% of the 13F portfolio, value $6,601,790.
13F-HR 0001727599-26-000003 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 284,490 sharesChange vs previous 13F -143,842 shares
0.09% of the 13F portfolio, value $9,021,179.
13F-HR 0001727599-26-000002 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 428,332 sharesChange vs previous 13F +174,975 shares
0.18% of the 13F portfolio, value $13,283,185.
13F-HR 0001727599-25-000007 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 253,357 sharesChange vs previous 13F -2,580,441 shares
0.13% of the 13F portfolio, value $7,868,813.
13F-HR 0001727599-25-000006 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,833,798 sharesChange vs previous 13F -335,944 shares
1.34% of the 13F portfolio, value $80,357,713.
13F-HR 0001727599-25-000005 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,169,742 sharesChange vs previous 13F +1,936,411 shares
1.57% of the 13F portfolio, value $90,875,286.
13F-HR 0001727599-25-000002 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,233,331 sharesChange vs previous 13F not available
1.17% of the 13F portfolio, value $38,575,126.
13F-HR 0001727599-24-000006 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).