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Dynasty Wealth Management, LLC: WAB position timeline

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

Dynasty Wealth Management, LLC held 8,407 WAB 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 8,407 shares
    Change vs previous 13F -501 shares

    0.02% of the 13F portfolio, value $2,266,463.

    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 8,908 shares
    Change vs previous 13F -43 shares

    0.02% of the 13F portfolio, value $2,226,211.

    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 8,951 shares
    Change vs previous 13F +626 shares

    0.02% of the 13F portfolio, value $1,910,521.

    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 8,325 shares
    Change vs previous 13F +3,822 shares

    0.02% of the 13F portfolio, value $1,668,946.

    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 4,503 shares
    Change vs previous 13F -794 shares

    0.02% of the 13F portfolio, value $942,711.

    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 5,297 shares
    Change vs previous 13F -1,210 shares

    0.02% of the 13F portfolio, value $960,665.

    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 6,507 shares
    Change vs previous 13F +118 shares

    0.02% of the 13F portfolio, value $1,233,688.

    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 6,389 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,161,238.

    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).