Skip to content
Disclosery

Dynasty Wealth Management, LLC: CCEP position timeline

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

Dynasty Wealth Management, LLC held 22,392 CCEP 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 22,392 shares
    Change vs previous 13F +6,422 shares

    0.02% of the 13F portfolio, value $2,240,728.

    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 15,970 shares
    Change vs previous 13F -420 shares

    0.01% of the 13F portfolio, value $1,448,028.

    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 16,390 shares
    Change vs previous 13F +2,092 shares

    0.01% of the 13F portfolio, value $1,486,554.

    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 14,298 shares
    Change vs previous 13F +6,472 shares

    0.02% of the 13F portfolio, value $1,292,695.

    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 7,826 shares
    Change vs previous 13F -687 shares

    0.01% of the 13F portfolio, value $725,654.

    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 8,513 shares
    Change vs previous 13F +108 shares

    0.01% of the 13F portfolio, value $740,884.

    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 8,405 shares
    Change vs previous 13F +279 shares

    0.01% of the 13F portfolio, value $645,586.

    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 8,126 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $639,886.

    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).