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Dynasty Wealth Management, LLC: PM position timeline

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

Dynasty Wealth Management, LLC held 27,151 PM 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 27,151 shares
    Change vs previous 13F +1,480 shares

    0.04% of the 13F portfolio, value $4,911,822.

    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 25,671 shares
    Change vs previous 13F +1,555 shares

    0.04% of the 13F portfolio, value $4,244,363.

    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 24,116 shares
    Change vs previous 13F -3,656 shares

    0.04% of the 13F portfolio, value $3,868,164.

    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 27,772 shares
    Change vs previous 13F +9,622 shares

    0.06% of the 13F portfolio, value $4,504,657.

    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 18,150 shares
    Change vs previous 13F -3,057 shares

    0.06% of the 13F portfolio, value $3,305,667.

    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 21,207 shares
    Change vs previous 13F +754 shares

    0.06% of the 13F portfolio, value $3,366,177.

    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 20,453 shares
    Change vs previous 13F +866 shares

    0.04% of the 13F portfolio, value $2,461,561.

    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 19,587 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,377,850.

    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).