Dynasty Wealth Management, LLC: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynasty Wealth Management, LLC on WMT, newest first. How the timeline and the estimate are built.
Dynasty Wealth Management, LLC held 1,838 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 1,838 sharesChange vs previous 13F -1,043 shares
<0.01% of the 13F portfolio, value $208,201.
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 2,881 sharesChange vs previous 13F +221 shares
<0.01% of the 13F portfolio, value $357,996.
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 2,660 sharesChange vs previous 13F +2,660 shares
<0.01% of the 13F portfolio, value $296,396.
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 ended2024-12-3113F 0 sharesChange vs previous 13F -21,291 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 21,291 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $1,719,263.
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).