Dynasty Wealth Management, LLC: VEA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynasty Wealth Management, LLC on VEA, newest first. How the timeline and the estimate are built.
Dynasty Wealth Management, LLC held 209,011 VEA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 209,011 sharesChange vs previous 13F +26,941 shares
0.11% of the 13F portfolio, value $14,892,052.
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 182,070 sharesChange vs previous 13F -44,691 shares
0.1% of the 13F portfolio, value $11,667,058.
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 226,761 sharesChange vs previous 13F -24,729 shares
0.14% of the 13F portfolio, value $14,165,748.
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 251,490 sharesChange vs previous 13F +75,612 shares
0.2% of the 13F portfolio, value $15,069,305.
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).
- period ended2025-06-3013F 175,878 sharesChange vs previous 13F +175,878 shares
0.17% of the 13F portfolio, value $10,026,785.
13F-HR 0001727599-25-000006 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 ended2025-03-3113F 0 sharesChange vs previous 13F -182,253 shares
13F-HR 0001727599-25-000005 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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 182,253 sharesChange vs previous 13F +5,679 shares
0.15% of the 13F portfolio, value $8,715,317.
13F-HR 0001727599-25-000002 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 ended2024-09-3013F 176,574 sharesChange vs previous 13F not available
0.28% of the 13F portfolio, value $9,324,893.
13F-HR 0001727599-24-000006 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).