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Dynasty Wealth Management, LLC: VWO position timeline

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

Dynasty Wealth Management, LLC held 66,253 VWO 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 66,253 shares
    Change vs previous 13F +6,007 shares

    0.03% of the 13F portfolio, value $3,954,642.

    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 60,246 shares
    Change vs previous 13F +870 shares

    0.03% of the 13F portfolio, value $3,256,315.

    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 59,376 shares
    Change vs previous 13F +370 shares

    0.03% of the 13F portfolio, value $3,192,064.

    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 59,006 shares
    Change vs previous 13F -143,524 shares

    0.04% of the 13F portfolio, value $3,196,956.

    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 202,530 shares
    Change vs previous 13F -12,446 shares

    0.17% of the 13F portfolio, value $10,017,141.

    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 214,976 shares
    Change vs previous 13F -7,274 shares

    0.16% of the 13F portfolio, value $9,729,806.

    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 222,250 shares
    Change vs previous 13F +4,517 shares

    0.17% of the 13F portfolio, value $9,787,884.

    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 217,733 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $10,418,517.

    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).