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Dynasty Wealth Management, LLC: MUNI position timeline

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

Dynasty Wealth Management, LLC held 546,689 MUNI 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 546,689 shares
    Change vs previous 13F -45,501 shares

    0.21% of the 13F portfolio, value $28,755,829.

    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 592,190 shares
    Change vs previous 13F -35,289 shares

    0.27% of the 13F portfolio, value $30,906,414.

    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 627,479 shares
    Change vs previous 13F -109,884 shares

    0.32% of the 13F portfolio, value $32,886,157.

    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 737,363 shares
    Change vs previous 13F -188,485 shares

    0.51% of the 13F portfolio, value $38,549,324.

    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 925,848 shares
    Change vs previous 13F -8,547 shares

    0.81% of the 13F portfolio, value $47,551,567.

    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 934,395 shares
    Change vs previous 13F -65,894 shares

    0.8% of the 13F portfolio, value $48,168,053.

    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 1,000,289 shares
    Change vs previous 13F +787,906 shares

    0.89% of the 13F portfolio, value $51,744,959.

    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 212,383 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $23,071,126.

    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).