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Dynasty Wealth Management, LLC: SHYM position timeline

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

Dynasty Wealth Management, LLC held 317,510 SHYM 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 317,510 shares
    Change vs previous 13F +14,332 shares

    0.05% of the 13F portfolio, value $7,128,097.

    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 303,178 shares
    Change vs previous 13F +27,717 shares

    0.06% of the 13F portfolio, value $6,675,977.

    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 275,461 shares
    Change vs previous 13F +2,032 shares

    0.06% of the 13F portfolio, value $6,120,733.

    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 273,429 shares
    Change vs previous 13F +10,366 shares

    0.08% of the 13F portfolio, value $6,108,407.

    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 263,063 shares
    Change vs previous 13F -1,092 shares

    0.1% of the 13F portfolio, value $5,868,944.

    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 264,155 shares
    Change vs previous 13F +8,773 shares

    0.1% of the 13F portfolio, value $5,988,393.

    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 255,382 shares
    Change vs previous 13F +121,139 shares

    0.1% of the 13F portfolio, value $5,786,945.

    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 134,243 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,238,369.

    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).