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Dynasty Wealth Management, LLC: TFI position timeline

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

Dynasty Wealth Management, LLC held 335,216 TFI 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 335,216 shares
    Change vs previous 13F +49,039 shares

    0.11% of the 13F portfolio, value $15,352,915.

    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 286,177 shares
    Change vs previous 13F +84,580 shares

    0.11% of the 13F portfolio, value $12,975,287.

    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 201,597 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $9,214,998.

    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).