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Dynasty Wealth Management, LLC: USFD position timeline

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

Dynasty Wealth Management, LLC held 49,619 USFD 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 49,619 shares
    Change vs previous 13F +2,551 shares

    0.04% of the 13F portfolio, value $5,073,543.

    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 47,068 shares
    Change vs previous 13F -1,325 shares

    0.04% of the 13F portfolio, value $4,340,140.

    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 48,393 shares
    Change vs previous 13F +5,867 shares

    0.04% of the 13F portfolio, value $3,644,961.

    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 42,526 shares
    Change vs previous 13F +20,148 shares

    0.04% of the 13F portfolio, value $3,258,355.

    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 22,378 shares
    Change vs previous 13F -4,525 shares

    0.03% of the 13F portfolio, value $1,723,300.

    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 26,903 shares
    Change vs previous 13F +436 shares

    0.03% of the 13F portfolio, value $1,761,070.

    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 26,467 shares
    Change vs previous 13F +1,330 shares

    0.03% of the 13F portfolio, value $1,785,464.

    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 25,137 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,545,926.

    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).