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Dynasty Wealth Management, LLC: SPLV position timeline

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

Dynasty Wealth Management, LLC held 225,564 SPLV 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 225,564 shares
    Change vs previous 13F -94,389 shares

    0.13% of the 13F portfolio, value $16,894,746.

    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 319,953 shares
    Change vs previous 13F -104,307 shares

    0.2% of the 13F portfolio, value $23,401,352.

    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 424,260 shares
    Change vs previous 13F -33,521 shares

    0.3% of the 13F portfolio, value $30,300,644.

    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 457,781 shares
    Change vs previous 13F -63,810 shares

    0.45% of the 13F portfolio, value $33,637,735.

    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 521,591 shares
    Change vs previous 13F +452,526 shares

    0.65% of the 13F portfolio, value $37,982,250.

    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 69,065 shares
    Change vs previous 13F -437,375 shares

    0.09% of the 13F portfolio, value $5,160,537.

    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 506,440 shares
    Change vs previous 13F -48,377 shares

    0.61% of the 13F portfolio, value $35,450,768.

    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 554,817 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $39,797,015.

    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).