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Dynasty Wealth Management, LLC: TM position timeline

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

Dynasty Wealth Management, LLC held 1,812 TM 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 1,812 shares
    Change vs previous 13F -491 shares

    <0.01% of the 13F portfolio, value $305,224.

    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 2,303 shares
    Change vs previous 13F +81 shares

    <0.01% of the 13F portfolio, value $474,602.

    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 2,222 shares
    Change vs previous 13F +560 shares

    <0.01% of the 13F portfolio, value $475,617.

    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 1,662 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $317,624.

    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).