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EP Wealth Advisors, LLC: DYNF position timeline

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

EP Wealth Advisors, LLC held 45,914 DYNF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,914 shares
    Change vs previous 13F -555 shares

    0.01% of the 13F portfolio, value $3,122,617.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, 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 46,469 shares
    Change vs previous 13F -2,380 shares

    0.01% of the 13F portfolio, value $2,703,561.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, 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 48,849 shares
    Change vs previous 13F +30,487 shares

    0.02% of the 13F portfolio, value $2,970,482.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 18,362 shares
    Change vs previous 13F +14,153 shares

    0.01% of the 13F portfolio, value $999,997.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 4,209 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $205,234.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).