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Dynasty Wealth Management, LLC: MSCI position timeline

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

Dynasty Wealth Management, LLC held 1,052 MSCI 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 1,052 shares
    Change vs previous 13F -1,305 shares

    <0.01% of the 13F portfolio, value $589,138.

    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 2,357 shares
    Change vs previous 13F +31 shares

    0.01% of the 13F portfolio, value $1,270,469.

    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 2,326 shares
    Change vs previous 13F -126 shares

    0.01% of the 13F portfolio, value $1,334,544.

    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 2,452 shares
    Change vs previous 13F -1,266 shares

    0.02% of the 13F portfolio, value $1,391,160.

    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 3,718 shares
    Change vs previous 13F -95 shares

    0.04% of the 13F portfolio, value $2,144,047.

    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 3,813 shares
    Change vs previous 13F +35 shares

    0.04% of the 13F portfolio, value $2,156,262.

    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 3,778 shares
    Change vs previous 13F +95 shares

    0.04% of the 13F portfolio, value $2,266,904.

    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 3,683 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,146,876.

    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).