Skip to content
Disclosery

Dynasty Wealth Management, LLC: IJH position timeline

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

Dynasty Wealth Management, LLC held 1,479,137 IJH 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 1,479,137 shares
    Change vs previous 13F +8,643 shares

    0.85% of the 13F portfolio, value $114,056,246.

    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 1,470,494 shares
    Change vs previous 13F +1,177,199 shares

    0.87% of the 13F portfolio, value $99,302,466.

    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 293,295 shares
    Change vs previous 13F +6,514 shares

    0.19% of the 13F portfolio, value $19,357,437.

    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 286,781 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $18,715,308.

    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).