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Dynasty Wealth Management, LLC: TAFM position timeline

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

Dynasty Wealth Management, LLC held 181,260 TAFM 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 181,260 shares
    Change vs previous 13F +10,925 shares

    0.03% of the 13F portfolio, value $4,654,754.

    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 170,335 shares
    Change vs previous 13F -4,821 shares

    0.04% of the 13F portfolio, value $4,308,631.

    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 175,156 shares
    Change vs previous 13F +2,311 shares

    0.04% of the 13F portfolio, value $4,452,471.

    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 172,845 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,393,724.

    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).