Dynasty Wealth Management, LLC: COP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynasty Wealth Management, LLC on COP, newest first. How the timeline and the estimate are built.
Dynasty Wealth Management, LLC held 19,852 COP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 19,852 sharesChange vs previous 13F +2,625 shares
0.02% of the 13F portfolio, value $2,063,805.
13F-HR 0001727599-26-000004 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,227 sharesChange vs previous 13F +661 shares
0.02% of the 13F portfolio, value $2,273,931.
13F-HR 0001727599-26-000003 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 16,566 sharesChange vs previous 13F -4,606 shares
0.02% of the 13F portfolio, value $1,550,780.
13F-HR 0001727599-26-000002 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 21,172 sharesChange vs previous 13F +2,926 shares
0.03% of the 13F portfolio, value $2,002,664.
13F-HR 0001727599-25-000007 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,246 sharesChange vs previous 13F +2,324 shares
0.03% of the 13F portfolio, value $1,637,407.
13F-HR 0001727599-25-000006 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,922 sharesChange vs previous 13F +1,758 shares
0.03% of the 13F portfolio, value $1,672,168.
13F-HR 0001727599-25-000005 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,164 sharesChange vs previous 13F +4,082 shares
0.02% of the 13F portfolio, value $1,404,596.
13F-HR 0001727599-25-000002 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,082 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $1,061,455.
13F-HR 0001727599-24-000006 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).