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Dynasty Wealth Management, LLC: IVV position timeline

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

Dynasty Wealth Management, LLC held 1,224,077 IVV 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 1,224,077 shares
    Change vs previous 13F +30,651 shares

    6.81% of the 13F portfolio, value $916,699,287.

    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 1,193,426 shares
    Change vs previous 13F +132,413 shares

    6.8% of the 13F portfolio, value $779,557,626.

    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 1,061,013 shares
    Change vs previous 13F +154,925 shares

    7.14% of the 13F portfolio, value $726,730,295.

    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 906,088 shares
    Change vs previous 13F +168,314 shares

    8.1% of the 13F portfolio, value $606,444,746.

    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 737,774 shares
    Change vs previous 13F -92,503 shares

    7.81% of the 13F portfolio, value $458,083,796.

    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 830,277 shares
    Change vs previous 13F +4,478 shares

    7.77% of the 13F portfolio, value $466,532,802.

    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 825,799 shares
    Change vs previous 13F +185,944 shares

    8.39% of the 13F portfolio, value $486,131,355.

    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 639,855 shares
    Change vs previous 13F not available

    11.15% of the 13F portfolio, value $369,081,053.

    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).