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Dynasty Wealth Management, LLC: SPY position timeline

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

Dynasty Wealth Management, LLC held 102,619 SPY 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 102,619 shares
    Change vs previous 13F +1,186 shares

    0.57% of the 13F portfolio, value $76,632,961.

    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 101,433 shares
    Change vs previous 13F -1,498 shares

    0.58% of the 13F portfolio, value $65,965,636.

    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 102,931 shares
    Change vs previous 13F -809 shares

    0.69% of the 13F portfolio, value $70,190,986.

    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 103,740 shares
    Change vs previous 13F -4,431 shares

    0.92% of the 13F portfolio, value $69,109,432.

    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 108,171 shares
    Change vs previous 13F -21,509 shares

    1.14% of the 13F portfolio, value $66,833,246.

    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 129,680 shares
    Change vs previous 13F +10,474 shares

    1.21% of the 13F portfolio, value $72,541,883.

    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 119,206 shares
    Change vs previous 13F -400,837 shares

    1.21% of the 13F portfolio, value $69,864,410.

    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 520,043 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $116,054,146.

    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).