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Dynasty Wealth Management, LLC: IYW position timeline

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

Dynasty Wealth Management, LLC held 300,880 IYW 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 300,880 shares
    Change vs previous 13F -51,876 shares

    0.56% of the 13F portfolio, value $75,890,982.

    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 352,756 shares
    Change vs previous 13F -633,384 shares

    0.56% of the 13F portfolio, value $63,996,951.

    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 986,140 shares
    Change vs previous 13F -128,494 shares

    1.93% of the 13F portfolio, value $196,912,520.

    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 1,114,634 shares
    Change vs previous 13F +64,136 shares

    2.91% of the 13F portfolio, value $218,312,326.

    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 1,050,498 shares
    Change vs previous 13F -257,503 shares

    3.1% of the 13F portfolio, value $182,019,847.

    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 1,308,001 shares
    Change vs previous 13F -96,038 shares

    3.06% of the 13F portfolio, value $183,695,674.

    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 1,404,039 shares
    Change vs previous 13F +497,043 shares

    3.86% of the 13F portfolio, value $223,972,288.

    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 906,996 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $136,628,828.

    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).