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Dynasty Wealth Management, LLC: USMV position timeline

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

Dynasty Wealth Management, LLC held 199,658 USMV 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 199,658 shares
    Change vs previous 13F -12,801 shares

    0.14% of the 13F portfolio, value $19,259,013.

    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 212,459 shares
    Change vs previous 13F -681,132 shares

    0.17% of the 13F portfolio, value $19,703,488.

    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 893,591 shares
    Change vs previous 13F -368,247 shares

    0.83% of the 13F portfolio, value $84,140,493.

    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 1,261,838 shares
    Change vs previous 13F +84,969 shares

    1.6% of the 13F portfolio, value $120,051,298.

    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 1,176,869 shares
    Change vs previous 13F -17,563 shares

    1.88% of the 13F portfolio, value $110,472,729.

    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 1,194,432 shares
    Change vs previous 13F -9,496 shares

    1.86% of the 13F portfolio, value $111,870,459.

    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 1,203,928 shares
    Change vs previous 13F +93,543 shares

    1.84% of the 13F portfolio, value $106,896,748.

    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 1,110,385 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $101,389,212.

    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).