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Dynasty Wealth Management, LLC: FBND position timeline

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

Dynasty Wealth Management, LLC held 10,970,047 FBND 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 10,970,047 shares
    Change vs previous 13F +759,498 shares

    3.71% of the 13F portfolio, value $499,027,423.

    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 10,210,549 shares
    Change vs previous 13F +1,560,151 shares

    4.06% of the 13F portfolio, value $465,805,232.

    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 8,650,398 shares
    Change vs previous 13F +1,993,799 shares

    3.91% of the 13F portfolio, value $398,264,337.

    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 6,656,599 shares
    Change vs previous 13F +786,693 shares

    4.11% of the 13F portfolio, value $307,801,141.

    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 5,869,906 shares
    Change vs previous 13F -100,424 shares

    4.58% of the 13F portfolio, value $268,548,179.

    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 5,970,330 shares
    Change vs previous 13F +3,029,917 shares

    4.54% of the 13F portfolio, value $272,545,561.

    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 2,940,413 shares
    Change vs previous 13F +1,725,938 shares

    2.28% of the 13F portfolio, value $131,936,312.

    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 1,214,475 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $56,764,555.

    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).