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Dynasty Wealth Management, LLC: IXUS position timeline

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

Dynasty Wealth Management, LLC held 189,668 IXUS 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 189,668 shares
    Change vs previous 13F +12,736 shares

    0.13% of the 13F portfolio, value $18,101,925.

    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 176,932 shares
    Change vs previous 13F +66,736 shares

    0.13% of the 13F portfolio, value $15,329,387.

    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 110,196 shares
    Change vs previous 13F +7,073 shares

    0.09% of the 13F portfolio, value $9,326,999.

    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 103,123 shares
    Change vs previous 13F +48,419 shares

    0.11% of the 13F portfolio, value $8,515,864.

    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 54,704 shares
    Change vs previous 13F -6,490 shares

    0.07% of the 13F portfolio, value $4,229,180.

    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 61,194 shares
    Change vs previous 13F -4,686 shares

    0.07% of the 13F portfolio, value $4,271,971.

    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 65,880 shares
    Change vs previous 13F -1,710 shares

    0.08% of the 13F portfolio, value $4,357,324.

    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 67,590 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,132,453.

    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).