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Dynasty Wealth Management, LLC: QUAL position timeline

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

Dynasty Wealth Management, LLC held 147,265 QUAL 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 147,265 shares
    Change vs previous 13F -6,068 shares

    0.24% of the 13F portfolio, value $32,314,457.

    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 153,333 shares
    Change vs previous 13F -14,577 shares

    0.26% of the 13F portfolio, value $29,410,833.

    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 167,910 shares
    Change vs previous 13F -414,185 shares

    0.33% of the 13F portfolio, value $33,350,371.

    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 582,095 shares
    Change vs previous 13F +90,195 shares

    1.51% of the 13F portfolio, value $113,217,502.

    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 491,900 shares
    Change vs previous 13F -39,892 shares

    1.53% of the 13F portfolio, value $89,929,211.

    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 531,792 shares
    Change vs previous 13F +7,846 shares

    1.51% of the 13F portfolio, value $90,877,868.

    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 523,946 shares
    Change vs previous 13F +298,402 shares

    1.61% of the 13F portfolio, value $93,304,366.

    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 225,544 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $40,124,357.

    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).