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Dynasty Wealth Management, LLC: IYG position timeline

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

Dynasty Wealth Management, LLC held 1,545,194 IYG 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 1,545,194 shares
    Change vs previous 13F -633,877 shares

    1.04% of the 13F portfolio, value $139,793,716.

    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 2,179,071 shares
    Change vs previous 13F +1,646,991 shares

    1.57% of the 13F portfolio, value $180,514,277.

    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 532,080 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $49,084,353.

    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).