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Dynasty Wealth Management, LLC: FDVV position timeline

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

Dynasty Wealth Management, LLC held 1,888,109 FDVV 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 1,888,109 shares
    Change vs previous 13F +163,544 shares

    0.85% of the 13F portfolio, value $113,834,078.

    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 1,724,565 shares
    Change vs previous 13F +942,923 shares

    0.83% of the 13F portfolio, value $95,264,997.

    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 781,642 shares
    Change vs previous 13F +88,986 shares

    0.44% of the 13F portfolio, value $44,311,309.

    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 692,656 shares
    Change vs previous 13F +131,160 shares

    0.52% of the 13F portfolio, value $38,587,886.

    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 561,496 shares
    Change vs previous 13F -29,568 shares

    0.5% of the 13F portfolio, value $29,209,017.

    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 591,064 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $29,316,769.

    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).