Skip to content
Disclosery

Dynasty Wealth Management, LLC: FLEX position timeline

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

Dynasty Wealth Management, LLC held 40,696 FLEX 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 40,696 shares
    Change vs previous 13F -2,914 shares

    0.05% of the 13F portfolio, value $6,595,601.

    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 43,610 shares
    Change vs previous 13F -1,004 shares

    0.02% of the 13F portfolio, value $2,854,711.

    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 44,614 shares
    Change vs previous 13F +1,012 shares

    0.03% of the 13F portfolio, value $2,695,578.

    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 43,602 shares
    Change vs previous 13F +19,388 shares

    0.03% of the 13F portfolio, value $2,527,581.

    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 24,214 shares
    Change vs previous 13F -13,019 shares

    0.02% of the 13F portfolio, value $1,208,743.

    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 37,233 shares
    Change vs previous 13F +276 shares

    0.02% of the 13F portfolio, value $1,231,668.

    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 36,957 shares
    Change vs previous 13F +819 shares

    0.02% of the 13F portfolio, value $1,418,779.

    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 36,138 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,208,093.

    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).