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Disclosery

Dynasty Wealth Management, LLC: SHOP position timeline

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

Dynasty Wealth Management, LLC held 6,679 SHOP 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 6,679 shares
    Change vs previous 13F -7,098 shares

    0.01% of the 13F portfolio, value $762,608.

    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 13,777 shares
    Change vs previous 13F -2,347 shares

    0.01% of the 13F portfolio, value $1,634,228.

    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 16,124 shares
    Change vs previous 13F +643 shares

    0.03% of the 13F portfolio, value $2,595,480.

    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 15,481 shares
    Change vs previous 13F +15,481 shares

    0.03% of the 13F portfolio, value $2,300,684.

    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 0 shares
    Change vs previous 13F -30,797 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 30,797 shares
    Change vs previous 13F -204 shares

    0.05% of the 13F portfolio, value $2,940,498.

    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 31,001 shares
    Change vs previous 13F +563 shares

    0.06% of the 13F portfolio, value $3,296,336.

    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 30,438 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,439,301.

    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).