Dynasty Wealth Management, LLC: CPRT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynasty Wealth Management, LLC on CPRT, newest first. How the timeline and the estimate are built.
Dynasty Wealth Management, LLC held 0 CPRT shares at 2025-09-30 per its 13F-HR filed 2025-10-29.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -16,196 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 16,196 sharesChange vs previous 13F +1,802 shares
0.01% of the 13F portfolio, value $794,750.
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 14,394 sharesChange vs previous 13F +308 shares
0.01% of the 13F portfolio, value $814,556.
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 14,086 sharesChange vs previous 13F +927 shares
0.01% of the 13F portfolio, value $808,396.
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 13,159 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $689,532.
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).