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Dynasty Wealth Management, LLC: AN position timeline

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

Dynasty Wealth Management, LLC held 4,356 AN 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 4,356 shares
    Change vs previous 13F -936 shares

    0.01% of the 13F portfolio, value $809,301.

    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 5,292 shares
    Change vs previous 13F -1,593 shares

    0.01% of the 13F portfolio, value $1,033,316.

    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 6,885 shares
    Change vs previous 13F -106 shares

    0.01% of the 13F portfolio, value $1,421,615.

    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 6,991 shares
    Change vs previous 13F +2,759 shares

    0.02% of the 13F portfolio, value $1,529,362.

    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 4,232 shares
    Change vs previous 13F -1,078 shares

    0.01% of the 13F portfolio, value $840,689.

    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 5,310 shares
    Change vs previous 13F +325 shares

    0.01% of the 13F portfolio, value $859,795.

    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 4,985 shares
    Change vs previous 13F +182 shares

    0.01% of the 13F portfolio, value $846,652.

    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 4,803 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $859,353.

    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).