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
- period ended2026-06-3013F 2,147,451 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,268,468 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,195,797 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,285,263 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,552,109 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).