Skip to content
Disclosery

Dynasty Wealth Management, LLC: KGC position timeline

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

Dynasty Wealth Management, LLC held 217,738 KGC 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 217,738 shares
    Change vs previous 13F -9,367 shares

    0.04% of the 13F portfolio, value $5,142,980.

    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 227,105 shares
    Change vs previous 13F -8,784 shares

    0.06% of the 13F portfolio, value $6,931,244.

    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 235,889 shares
    Change vs previous 13F +9,674 shares

    0.07% of the 13F portfolio, value $6,642,626.

    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 226,215 shares
    Change vs previous 13F +146,955 shares

    0.08% of the 13F portfolio, value $5,621,452.

    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 79,260 shares
    Change vs previous 13F -21,585 shares

    0.02% of the 13F portfolio, value $1,238,839.

    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 100,845 shares
    Change vs previous 13F +18,983 shares

    0.02% of the 13F portfolio, value $1,271,650.

    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 81,862 shares
    Change vs previous 13F -583 shares

    0.01% of the 13F portfolio, value $758,860.

    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 82,445 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $771,687.

    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).