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Integrated Wealth Concepts LLC: DYNF position timeline

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

Integrated Wealth Concepts LLC held 1,769,371 DYNF shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,769,371 shares
    Change vs previous 13F +4,165 shares

    0.79% of the 13F portfolio, value $120,334,905.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 1,765,206 shares
    Change vs previous 13F +65,405 shares

    0.82% of the 13F portfolio, value $102,699,711.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts 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 1,699,801 shares
    Change vs previous 13F +151,942 shares

    1.23% of the 13F portfolio, value $103,364,876.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts 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 1,547,859 shares
    Change vs previous 13F +200,156 shares

    0.82% of the 13F portfolio, value $91,633,233.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts 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 1,347,703 shares
    Change vs previous 13F +105,712 shares

    0.74% of the 13F portfolio, value $73,395,924.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts 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 1,241,991 shares
    Change vs previous 13F -13,450 shares

    0.71% of the 13F portfolio, value $60,559,450.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts 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 1,255,441 shares
    Change vs previous 13F -591,323 shares

    0.75% of the 13F portfolio, value $64,341,506.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts 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 1,846,764 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $91,359,436.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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