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Dynasty Wealth Management, LLC: SPYV position timeline

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

Dynasty Wealth Management, LLC held 4,083,530 SPYV 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 4,083,530 shares
    Change vs previous 13F +111,546 shares

    1.84% of the 13F portfolio, value $248,237,772.

    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 3,971,984 shares
    Change vs previous 13F +351,541 shares

    1.96% of the 13F portfolio, value $224,734,863.

    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 3,620,443 shares
    Change vs previous 13F -1,112,479 shares

    2.02% of the 13F portfolio, value $205,677,347.

    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 4,732,922 shares
    Change vs previous 13F +543,699 shares

    3.5% of the 13F portfolio, value $261,872,595.

    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 4,189,223 shares
    Change vs previous 13F -204,912 shares

    3.74% of the 13F portfolio, value $219,263,957.

    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 4,394,135 shares
    Change vs previous 13F +1,083,736 shares

    3.74% of the 13F portfolio, value $224,408,493.

    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 3,310,399 shares
    Change vs previous 13F +1,380,993 shares

    2.92% of the 13F portfolio, value $169,293,808.

    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 1,929,406 shares
    Change vs previous 13F not available

    5.59% of the 13F portfolio, value $184,856,413.

    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).