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Dynasty Wealth Management, LLC: ACN position timeline

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

Dynasty Wealth Management, LLC held 0 ACN 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 0 shares
    Change vs previous 13F -2,391 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 2,391 shares
    Change vs previous 13F -830 shares

    <0.01% of the 13F portfolio, value $474,034.

    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 3,221 shares
    Change vs previous 13F +145 shares

    0.01% of the 13F portfolio, value $864,094.

    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 3,076 shares
    Change vs previous 13F -11,274 shares

    0.01% of the 13F portfolio, value $758,552.

    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 14,350 shares
    Change vs previous 13F +402 shares

    0.07% of the 13F portfolio, value $4,288,954.

    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 13,948 shares
    Change vs previous 13F -2,327 shares

    0.07% of the 13F portfolio, value $4,352,247.

    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 16,275 shares
    Change vs previous 13F +818 shares

    0.1% of the 13F portfolio, value $5,725,504.

    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 15,457 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,463,889.

    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).