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Icon Wealth Advisors, LLC: DYNF position timeline

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

Icon Wealth Advisors, LLC held 996,280 DYNF shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 996,280 shares
    Change vs previous 13F +3,669 shares

    4.08% of the 13F portfolio, value $67,757,005.

    13F-HR 0001963212-26-000003 filed by Icon 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 992,611 shares
    Change vs previous 13F -54,176 shares

    4.09% of the 13F portfolio, value $62,981,183.

    13F-HR 0001963212-26-000002 filed by Icon 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 1,046,787 shares
    Change vs previous 13F +33,801 shares

    4.24% of the 13F portfolio, value $63,655,132.

    13F-HR 0001963212-26-000001 filed by Icon 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 ended2025-09-30
    13F 1,012,986 shares
    Change vs previous 13F +177,432 shares

    4.07% of the 13F portfolio, value $59,968,759.

    13F-HR 0001963212-25-000007 filed by Icon 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 ended2025-06-30
    13F 835,554 shares
    Change vs previous 13F +75,437 shares

    3.24% of the 13F portfolio, value $45,504,259.

    13F-HR 0001963212-25-000004 filed by Icon Wealth Advisors, 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 760,117 shares
    Change vs previous 13F +55,122 shares

    3.05% of the 13F portfolio, value $37,063,320.

    13F-HR 0001963212-25-000003 filed by Icon Wealth Advisors, 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 704,995 shares
    Change vs previous 13F -30,612 shares

    2.97% of the 13F portfolio, value $36,131,007.

    13F-HR 0001963212-25-000002 filed by Icon Wealth Advisors, 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/A 735,607 shares
    Change vs previous 13F not available

    3.03% of the 13F portfolio, value $36,390,461.

    13F-HR/A 0001963212-24-000008 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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