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Dynasty Wealth Management, LLC: EFA position timeline

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

Dynasty Wealth Management, LLC held 368,411 EFA 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 368,411 shares
    Change vs previous 13F +13,431 shares

    0.28% of the 13F portfolio, value $38,270,510.

    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 354,980 shares
    Change vs previous 13F +42,830 shares

    0.3% of the 13F portfolio, value $34,479,251.

    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 312,150 shares
    Change vs previous 13F +144,189 shares

    0.29% of the 13F portfolio, value $29,975,784.

    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 167,961 shares
    Change vs previous 13F -304,538 shares

    0.21% of the 13F portfolio, value $15,682,497.

    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 472,499 shares
    Change vs previous 13F +461,892 shares

    0.72% of the 13F portfolio, value $42,236,706.

    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 10,607 shares
    Change vs previous 13F -220,111 shares

    0.01% of the 13F portfolio, value $866,910.

    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 230,718 shares
    Change vs previous 13F -227,949 shares

    0.3% of the 13F portfolio, value $17,444,558.

    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 458,667 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $38,358,337.

    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).