Skip to content
Disclosery

Dynasty Wealth Management, LLC: CNP position timeline

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

Dynasty Wealth Management, LLC held 48,638 CNP 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 48,638 shares
    Change vs previous 13F -2,323 shares

    0.02% of the 13F portfolio, value $2,142,039.

    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 50,961 shares
    Change vs previous 13F -344 shares

    0.02% of the 13F portfolio, value $2,199,464.

    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 51,305 shares
    Change vs previous 13F +2,299 shares

    0.02% of the 13F portfolio, value $1,967,033.

    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 49,006 shares
    Change vs previous 13F +13,321 shares

    0.03% of the 13F portfolio, value $1,901,424.

    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 35,685 shares
    Change vs previous 13F -1,245 shares

    0.02% of the 13F portfolio, value $1,311,071.

    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 36,930 shares
    Change vs previous 13F +2,013 shares

    0.02% of the 13F portfolio, value $1,337,990.

    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 34,917 shares
    Change vs previous 13F +6,219 shares

    0.02% of the 13F portfolio, value $1,107,908.

    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 28,698 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $844,293.

    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).