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Dynasty Wealth Management, LLC: IVW position timeline

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

Dynasty Wealth Management, LLC held 366,195 IVW 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 366,195 shares
    Change vs previous 13F +4,960 shares

    0.37% of the 13F portfolio, value $50,362,795.

    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 361,235 shares
    Change vs previous 13F +26,554 shares

    0.36% of the 13F portfolio, value $40,859,315.

    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 334,681 shares
    Change vs previous 13F +19,012 shares

    0.41% of the 13F portfolio, value $41,252,808.

    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 315,669 shares
    Change vs previous 13F +130,166 shares

    0.51% of the 13F portfolio, value $38,107,573.

    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 185,503 shares
    Change vs previous 13F -37,531 shares

    0.35% of the 13F portfolio, value $20,423,910.

    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 223,034 shares
    Change vs previous 13F +47,856 shares

    0.34% of the 13F portfolio, value $20,704,219.

    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 175,178 shares
    Change vs previous 13F +109,730 shares

    0.31% of the 13F portfolio, value $17,785,826.

    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 65,448 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,400,189.

    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).