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Dynasty Wealth Management, LLC: PWRD position timeline

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

Dynasty Wealth Management, LLC held 5,522,892 PWRD 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 5,522,892 shares
    Change vs previous 13F -1,047,421 shares

    5.05% of the 13F portfolio, value $679,094,818.

    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 6,570,313 shares
    Change vs previous 13F +1,267,197 shares

    5.6% of the 13F portfolio, value $642,353,285.

    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 5,303,116 shares
    Change vs previous 13F +2,061,596 shares

    5.01% of the 13F portfolio, value $509,927,452.

    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 3,241,520 shares
    Change vs previous 13F +878,559 shares

    4.23% of the 13F portfolio, value $316,667,007.

    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 2,362,961 shares
    Change vs previous 13F -1,838,084 shares

    2.78% of the 13F portfolio, value $163,449,461.

    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 4,201,045 shares
    Change vs previous 13F +1,538,002 shares

    3.57% of the 13F portfolio, value $214,248,646.

    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 2,663,043 shares
    Change vs previous 13F +1,932,424 shares

    3.33% of the 13F portfolio, value $193,256,996.

    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 730,619 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $54,014,028.

    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).