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Dynasty Wealth Management, LLC: FE position timeline

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

Dynasty Wealth Management, LLC held 47,903 FE 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 47,903 shares
    Change vs previous 13F -5,622 shares

    0.02% of the 13F portfolio, value $2,277,318.

    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 53,525 shares
    Change vs previous 13F -1,089 shares

    0.02% of the 13F portfolio, value $2,711,574.

    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 54,614 shares
    Change vs previous 13F +6,707 shares

    0.02% of the 13F portfolio, value $2,445,060.

    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 47,907 shares
    Change vs previous 13F +17,011 shares

    0.03% of the 13F portfolio, value $2,195,082.

    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 30,896 shares
    Change vs previous 13F -626 shares

    0.02% of the 13F portfolio, value $1,243,856.

    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 31,522 shares
    Change vs previous 13F +3,612 shares

    0.02% of the 13F portfolio, value $1,274,130.

    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 27,910 shares
    Change vs previous 13F +10,787 shares

    0.02% of the 13F portfolio, value $1,110,260.

    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 17,123 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $759,391.

    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).