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Disclosery

Heritage Family Offices, LLP: DYNF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Family Offices, LLP on DYNF, newest first. How the timeline and the estimate are built.

Heritage Family Offices, LLP held 7,640 DYNF shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,640 shares
    Change vs previous 13F -494 shares

    0.2% of the 13F portfolio, value $519,594.

    13F-HR 0002019316-26-000005 filed by Heritage Family Offices, LLP
    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 8,134 shares
    Change vs previous 13F +1,278 shares

    0.21% of the 13F portfolio, value $473,236.

    13F-HR 0002019316-26-000002 filed by Heritage Family Offices, LLP
    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 6,856 shares
    Change vs previous 13F +1,834 shares

    0.19% of the 13F portfolio, value $416,912.

    13F-HR 0002019316-26-000001 filed by Heritage Family Offices, LLP
    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 5,022 shares
    Change vs previous 13F +455 shares

    0.14% of the 13F portfolio, value $297,302.

    13F-HR 0002019316-25-000006 filed by Heritage Family Offices, LLP
    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 4,567 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $221,453.

    13F-HR 0002019316-25-000003 filed by Heritage Family Offices, LLP
    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 4,567 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $222,686.

    13F-HR 0002019316-25-000002 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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