Skip to content
Disclosery

Dynasty Wealth Management, LLC: APO position timeline

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

Dynasty Wealth Management, LLC held 4,037 APO 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 4,037 shares
    Change vs previous 13F +274 shares

    <0.01% of the 13F portfolio, value $477,605.

    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 3,763 shares
    Change vs previous 13F -1,496 shares

    <0.01% of the 13F portfolio, value $419,317.

    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 5,259 shares
    Change vs previous 13F +766 shares

    0.01% of the 13F portfolio, value $761,335.

    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 4,493 shares
    Change vs previous 13F -226 shares

    0.01% of the 13F portfolio, value $598,784.

    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 4,719 shares
    Change vs previous 13F -336 shares

    0.01% of the 13F portfolio, value $669,497.

    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 5,055 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $692,230.

    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).