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Dynasty Wealth Management, LLC: TLH position timeline

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

Dynasty Wealth Management, LLC held 2,050,071 TLH 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 2,050,071 shares
    Change vs previous 13F +215,080 shares

    1.53% of the 13F portfolio, value $205,724,644.

    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 1,834,991 shares
    Change vs previous 13F +606,584 shares

    1.61% of the 13F portfolio, value $184,820,300.

    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 1,228,407 shares
    Change vs previous 13F +754,998 shares

    1.23% of the 13F portfolio, value $124,892,147.

    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 473,409 shares
    Change vs previous 13F +203,021 shares

    0.65% of the 13F portfolio, value $48,756,422.

    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 270,388 shares
    Change vs previous 13F +1,652 shares

    0.47% of the 13F portfolio, value $27,471,380.

    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 268,736 shares
    Change vs previous 13F -1,986 shares

    0.46% of the 13F portfolio, value $27,881,405.

    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 270,722 shares
    Change vs previous 13F +170,874 shares

    0.46% of the 13F portfolio, value $26,947,622.

    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 99,848 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,381,747.

    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).