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FORM Wealth Advisors, LLC: DYNF position timeline

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

FORM Wealth Advisors, LLC held 2,147,451 DYNF shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,147,451 shares
    Change vs previous 13F -121,017 shares

    16.06% of the 13F portfolio, value $146,048,139.

    13F-HR 0002085853-26-000683 filed by FORM 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 2,268,468 shares
    Change vs previous 13F +72,671 shares

    15.46% of the 13F portfolio, value $131,979,455.

    13F-HR 0002085853-26-000363 filed by FORM 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 2,195,797 shares
    Change vs previous 13F -89,466 shares

    15.63% of the 13F portfolio, value $133,526,431.

    13F-HR 0002085853-26-000123 filed by FORM 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 2,285,263 shares
    Change vs previous 13F +733,154 shares

    15.06% of the 13F portfolio, value $124,455,417.

    13F-HR 0001667731-25-000840 filed by FORM 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 1,552,109 shares
    Change vs previous 13F not available

    10.28% of the 13F portfolio, value $75,680,838.

    13F-HR 0001667731-25-000490 filed by FORM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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