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Dynasty Wealth Management, LLC: JIRE position timeline

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

Dynasty Wealth Management, LLC held 1,606,508 JIRE 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 1,606,508 shares
    Change vs previous 13F +150,580 shares

    0.98% of the 13F portfolio, value $132,520,877.

    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 1,455,928 shares
    Change vs previous 13F -160,609 shares

    0.96% of the 13F portfolio, value $110,271,984.

    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 1,616,537 shares
    Change vs previous 13F +141,480 shares

    1.19% of the 13F portfolio, value $121,046,325.

    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 1,475,057 shares
    Change vs previous 13F +417,804 shares

    1.45% of the 13F portfolio, value $108,475,681.

    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 1,057,253 shares
    Change vs previous 13F -123,007 shares

    1.27% of the 13F portfolio, value $74,821,761.

    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 1,180,260 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $75,206,183.

    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).