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Disclosery

Dynasty Wealth Management, LLC: VB position timeline

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

Dynasty Wealth Management, LLC held 1,274 VB 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 1,274 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $386,261.

    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 1,272 shares
    Change vs previous 13F -133 shares

    <0.01% of the 13F portfolio, value $333,077.

    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 1,405 shares
    Change vs previous 13F -26 shares

    <0.01% of the 13F portfolio, value $362,508.

    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 1,431 shares
    Change vs previous 13F -32,260 shares

    <0.01% of the 13F portfolio, value $363,921.

    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 33,691 shares
    Change vs previous 13F -1,175 shares

    0.14% of the 13F portfolio, value $7,984,167.

    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 34,866 shares
    Change vs previous 13F +1,051 shares

    0.13% of the 13F portfolio, value $7,731,638.

    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 33,815 shares
    Change vs previous 13F +297 shares

    0.14% of the 13F portfolio, value $8,124,973.

    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 33,518 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $7,950,847.

    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).