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Dynasty Wealth Management, LLC: NU position timeline

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

Dynasty Wealth Management, LLC held 21,909 NU 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 21,909 shares
    Change vs previous 13F -6,695 shares

    <0.01% of the 13F portfolio, value $292,704.

    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 28,604 shares
    Change vs previous 13F +96 shares

    <0.01% of the 13F portfolio, value $411,039.

    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 28,508 shares
    Change vs previous 13F +1,285 shares

    <0.01% of the 13F portfolio, value $477,224.

    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 27,223 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $435,840.

    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).