Dynasty Wealth Management, LLC: IP position timeline

Dynasty Wealth Management, LLC held 10,722 IP 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 10,722 shares

   Change vs previous 13F +10,722 shares

   <0.01% of the 13F portfolio, value $408,492.

   13F-HR 0001727599-26-000004 filed by Dynasty Wealth Management, LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -5,693 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.

3. period ended2025-06-30

   13F 5,693 shares

   Change vs previous 13F +470 shares

   <0.01% of the 13F portfolio, value $266,591.

   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).

4. period ended2025-03-31

   13F 5,223 shares

   Change vs previous 13F +891 shares

   <0.01% of the 13F portfolio, value $278,648.

   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).

5. period ended2024-12-31

   13F 4,332 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $233,148.

   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).