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Dynasty Wealth Management, LLC: AVTR position timeline

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

Dynasty Wealth Management, LLC held 0 AVTR shares at 2025-09-30 per its 13F-HR filed 2025-10-29.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -42,174 shares

    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).

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

  2. period ended2025-06-30
    13F 42,174 shares
    Change vs previous 13F +6,520 shares

    0.01% of the 13F portfolio, value $567,660.

    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).

  3. period ended2025-03-31
    13F 35,654 shares
    Change vs previous 13F +1,635 shares

    0.01% of the 13F portfolio, value $577,953.

    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).

  4. period ended2024-12-31
    13F 34,019 shares
    Change vs previous 13F -21,251 shares

    0.01% of the 13F portfolio, value $716,783.

    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).

  5. period ended2024-09-30
    13F 55,270 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,429,835.

    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).