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Dynasty Wealth Management, LLC: IEFA position timeline

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

Dynasty Wealth Management, LLC held 6,325,648 IEFA 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 6,325,648 shares
    Change vs previous 13F +388,848 shares

    4.54% of the 13F portfolio, value $610,931,090.

    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 5,936,800 shares
    Change vs previous 13F +754,249 shares

    4.69% of the 13F portfolio, value $537,458,517.

    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 5,182,551 shares
    Change vs previous 13F +1,603,297 shares

    4.55% of the 13F portfolio, value $463,630,995.

    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 3,579,254 shares
    Change vs previous 13F +574,082 shares

    4.17% of the 13F portfolio, value $312,504,662.

    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 3,005,172 shares
    Change vs previous 13F -355,405 shares

    4.27% of the 13F portfolio, value $250,871,763.

    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 3,360,577 shares
    Change vs previous 13F -304,008 shares

    4.24% of the 13F portfolio, value $254,227,678.

    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 3,664,585 shares
    Change vs previous 13F -35,874 shares

    4.44% of the 13F portfolio, value $257,547,035.

    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 3,700,459 shares
    Change vs previous 13F not available

    5.99% of the 13F portfolio, value $198,085,577.

    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).