Dynasty Wealth Management, LLC: TXG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynasty Wealth Management, LLC on TXG, newest first. How the timeline and the estimate are built.
Dynasty Wealth Management, LLC held 18,067 TXG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 18,067 sharesChange vs previous 13F -1,852 shares
0.01% of the 13F portfolio, value $692,689.
13F-HR 0001727599-26-000004 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,919 sharesChange vs previous 13F -5,336 shares
<0.01% of the 13F portfolio, value $422,880.
13F-HR 0001727599-26-000003 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 25,255 sharesChange vs previous 13F +1,307 shares
<0.01% of the 13F portfolio, value $411,909.
13F-HR 0001727599-26-000002 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 23,948 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $279,952.
13F-HR 0001727599-25-000007 filed by Dynasty Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).