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J.W. COLE ADVISORS, INC.: DYNF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of J.W. COLE ADVISORS, INC. on DYNF, newest first. How the timeline and the estimate are built.

J.W. COLE ADVISORS, INC. held 74,659 DYNF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 74,659 shares
    Change vs previous 13F -1,860 shares

    0.09% of the 13F portfolio, value $5,077,560.

    13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, INC.
    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 76,519 shares
    Change vs previous 13F -1,603 shares

    0.15% of the 13F portfolio, value $4,451,856.

    13F-HR 0001404763-26-000003 filed by J.W. COLE ADVISORS, INC.
    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 78,122 shares
    Change vs previous 13F +17,391 shares

    0.11% of the 13F portfolio, value $4,662,381.

    13F-HR 0001404763-26-000001 filed by J.W. COLE ADVISORS, INC.
    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 60,731 shares
    Change vs previous 13F +47,004 shares

    0.07% of the 13F portfolio, value $3,595,275.

    13F-HR 0001404763-25-000002 filed by J.W. COLE ADVISORS, INC.
    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 13,727 shares
    Change vs previous 13F +1,364 shares

    0.02% of the 13F portfolio, value $747,583.

    13F-HR 0001085146-25-004914 filed by J.W. COLE ADVISORS, INC.
    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 12,363 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $602,813.

    13F-HR 0001376474-25-000429 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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