Dynasty Wealth Management, LLC: ICLR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynasty Wealth Management, LLC on ICLR, newest first. How the timeline and the estimate are built.
Dynasty Wealth Management, LLC held 0 ICLR shares at 2025-09-30 per its 13F-HR filed 2025-10-29.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -4,452 shares
13F-HR 0001727599-25-000007 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 4,452 sharesChange vs previous 13F +688 shares
0.01% of the 13F portfolio, value $647,605.
13F-HR 0001727599-25-000006 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,764 sharesChange vs previous 13F -54 shares
0.01% of the 13F portfolio, value $658,629.
13F-HR 0001727599-25-000005 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,818 sharesChange vs previous 13F -3,336 shares
0.01% of the 13F portfolio, value $800,633.
13F-HR 0001727599-25-000002 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,154 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $2,055,416.
13F-HR 0001727599-24-000006 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).