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GeoWealth Management, LLC: DYNF position timeline

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

GeoWealth Management, LLC held 560,438 DYNF shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 560,438 shares
    Change vs previous 13F +139,768 shares

    1.2% of the 13F portfolio, value $38,115,354.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 420,670 shares
    Change vs previous 13F +1,495 shares

    0.88% of the 13F portfolio, value $24,474,501.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 419,175 shares
    Change vs previous 13F -37,587 shares

    0.94% of the 13F portfolio, value $25,490,047.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 456,762 shares
    Change vs previous 13F +39,410 shares

    0.99% of the 13F portfolio, value $27,040,300.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 417,352 shares
    Change vs previous 13F +388,575 shares

    0.89% of the 13F portfolio, value $22,728,989.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 28,777 shares
    Change vs previous 13F +11,900 shares

    0.06% of the 13F portfolio, value $1,403,163.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 16,877 shares
    Change vs previous 13F -751 shares

    0.03% of the 13F portfolio, value $864,955.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 17,628 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $872,017.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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