Dynasty Wealth Management, LLC: FVAL position timeline

Dynasty Wealth Management, LLC held 0 FVAL shares at 2025-09-30 per its 13F-HR filed 2025-10-29.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -4,895 shares

   13F-HR 0001727599-25-000007 filed by Dynasty Wealth Management, LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 4,895 shares

   Change vs previous 13F +27 shares

   0.01% of the 13F portfolio, value $312,661.

   13F-HR 0001727599-25-000006 filed by Dynasty Wealth Management, LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 4,868 shares

   Change vs previous 13F -2,036,101 shares

   <0.01% of the 13F portfolio, value $290,105.

   13F-HR 0001727599-25-000005 filed by Dynasty Wealth Management, LLC
   Filed 2025-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 2,040,969 shares

   Change vs previous 13F -1,542,166 shares

   2.17% of the 13F portfolio, value $125,560,438.

   13F-HR 0001727599-25-000002 filed by Dynasty Wealth Management, LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 3,583,135 shares

   Change vs previous 13F not available

   8.98% of the 13F portfolio, value $297,185,245.

   13F-HR 0001727599-24-000006 filed by Dynasty Wealth Management, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).