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Dynasty Wealth Management, LLC: MBB position timeline

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

Dynasty Wealth Management, LLC held 1,833,567 MBB 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 1,833,567 shares
    Change vs previous 13F +73,230 shares

    1.29% of the 13F portfolio, value $173,308,750.

    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 1,760,337 shares
    Change vs previous 13F +303,261 shares

    1.46% of the 13F portfolio, value $167,144,027.

    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 1,457,076 shares
    Change vs previous 13F -192,070 shares

    1.36% of the 13F portfolio, value $138,742,767.

    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 1,649,146 shares
    Change vs previous 13F +160,926 shares

    2.09% of the 13F portfolio, value $156,916,210.

    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 1,488,220 shares
    Change vs previous 13F -31,423 shares

    2.38% of the 13F portfolio, value $139,729,011.

    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 1,519,643 shares
    Change vs previous 13F -450,410 shares

    2.37% of the 13F portfolio, value $142,512,088.

    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 1,970,053 shares
    Change vs previous 13F -428,859 shares

    3.12% of the 13F portfolio, value $180,614,452.

    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 2,398,912 shares
    Change vs previous 13F not available

    5.66% of the 13F portfolio, value $187,235,051.

    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).