Skip to content
Disclosery

Dynasty Wealth Management, LLC: BAI position timeline

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

Dynasty Wealth Management, LLC held 14,150,853 BAI 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 14,150,853 shares
    Change vs previous 13F -5,500,264 shares

    5.54% of the 13F portfolio, value $746,032,954.

    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 19,651,117 shares
    Change vs previous 13F +7,711,113 shares

    5.65% of the 13F portfolio, value $647,504,307.

    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 11,940,004 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $397,602,141.

    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).