Dynasty Wealth Management, LLC: NOW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynasty Wealth Management, LLC on NOW, newest first. How the timeline and the estimate are built.
Dynasty Wealth Management, LLC held 8,311 NOW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 8,311 sharesChange vs previous 13F -769 shares
0.01% of the 13F portfolio, value $825,116.
13F-HR 0001727599-26-000004 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,080 sharesChange vs previous 13F -255 shares
0.01% of the 13F portfolio, value $949,314.
13F-HR 0001727599-26-000003 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,335 sharesChange vs previous 13F +7,527 shares
0.01% of the 13F portfolio, value $1,430,029.
13F-HR 0001727599-26-000002 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,808 sharesChange vs previous 13F +327 shares
0.02% of the 13F portfolio, value $1,663,990.
13F-HR 0001727599-25-000007 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,481 sharesChange vs previous 13F -424 shares
0.03% of the 13F portfolio, value $1,523,016.
13F-HR 0001727599-25-000006 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,905 sharesChange vs previous 13F -1,256 shares
0.03% of the 13F portfolio, value $1,516,647.
13F-HR 0001727599-25-000005 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,161 sharesChange vs previous 13F -609 shares
0.06% of the 13F portfolio, value $3,351,039.
13F-HR 0001727599-25-000002 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,770 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $3,371,850.
13F-HR 0001727599-24-000006 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).