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Dynasty Wealth Management, LLC: CVE position timeline

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

Dynasty Wealth Management, LLC held 116,558 CVE 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 116,558 shares
    Change vs previous 13F +7,205 shares

    0.02% of the 13F portfolio, value $2,891,812.

    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 109,353 shares
    Change vs previous 13F +2,282 shares

    0.03% of the 13F portfolio, value $2,901,133.

    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 107,071 shares
    Change vs previous 13F +5,345 shares

    0.02% of the 13F portfolio, value $1,811,637.

    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 101,726 shares
    Change vs previous 13F +37,750 shares

    0.02% of the 13F portfolio, value $1,728,326.

    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 63,976 shares
    Change vs previous 13F +380 shares

    0.01% of the 13F portfolio, value $870,073.

    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 63,596 shares
    Change vs previous 13F +38,276 shares

    0.01% of the 13F portfolio, value $884,623.

    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 25,320 shares
    Change vs previous 13F -51,858 shares

    0.01% of the 13F portfolio, value $383,601.

    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 77,178 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,291,183.

    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).