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Disclosery

Dynasty Wealth Management, LLC: DIS position timeline

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

Dynasty Wealth Management, LLC held 13,030 DIS 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 13,030 shares
    Change vs previous 13F +5,838 shares

    0.01% of the 13F portfolio, value $1,254,154.

    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 7,192 shares
    Change vs previous 13F -1,481 shares

    0.01% of the 13F portfolio, value $693,135.

    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 8,673 shares
    Change vs previous 13F -2,404 shares

    0.01% of the 13F portfolio, value $986,756.

    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 11,077 shares
    Change vs previous 13F +2,633 shares

    0.02% of the 13F portfolio, value $1,268,281.

    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 8,444 shares
    Change vs previous 13F -2,208 shares

    0.02% of the 13F portfolio, value $1,047,109.

    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 10,652 shares
    Change vs previous 13F +1,054 shares

    0.02% of the 13F portfolio, value $1,051,367.

    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 9,598 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,068,683.

    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).