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Dynasty Wealth Management, LLC: PPL position timeline

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

Dynasty Wealth Management, LLC held 42,247 PPL 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 42,247 shares
    Change vs previous 13F -15,572 shares

    0.01% of the 13F portfolio, value $1,535,689.

    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 57,819 shares
    Change vs previous 13F -3,683 shares

    0.02% of the 13F portfolio, value $2,208,702.

    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 61,502 shares
    Change vs previous 13F +2,829 shares

    0.02% of the 13F portfolio, value $2,153,798.

    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 58,673 shares
    Change vs previous 13F +4,189 shares

    0.03% of the 13F portfolio, value $2,180,296.

    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 54,484 shares
    Change vs previous 13F +2,062 shares

    0.03% of the 13F portfolio, value $1,846,453.

    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 52,422 shares
    Change vs previous 13F +2,577 shares

    0.03% of the 13F portfolio, value $1,892,957.

    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 49,845 shares
    Change vs previous 13F +39,330 shares

    0.03% of the 13F portfolio, value $1,617,957.

    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 10,515 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $347,827.

    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).