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Disclosery

KWB Wealth: DYNF position timeline

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

KWB Wealth held 448,242 DYNF shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 448,242 shares
    Change vs previous 13F -346,162 shares

    2.61% of the 13F portfolio, value $30,484,965.

    13F-HR 0001822236-26-000003 filed by KWB Wealth
    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 794,404 shares
    Change vs previous 13F -10,969 shares

    4.78% of the 13F portfolio, value $48,307,686.

    13F-HR 0001822236-26-000002 filed by KWB Wealth
    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 805,373 shares
    Change vs previous 13F +71,389 shares

    4.64% of the 13F portfolio, value $48,974,745.

    13F-HR 0001822236-26-000001 filed by KWB Wealth
    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 733,984 shares
    Change vs previous 13F -9,858 shares

    4.42% of the 13F portfolio, value $39,972,761.

    13F-HR 0001085146-25-005834 filed by KWB Wealth
    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 743,842 shares
    Change vs previous 13F +375,175 shares

    4.41% of the 13F portfolio, value $36,269,723.

    13F-HR 0001085146-25-003922 filed by KWB Wealth
    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 368,667 shares
    Change vs previous 13F +38,795 shares

    2.28% of the 13F portfolio, value $18,894,181.

    13F-HR 0001085146-25-002033 filed by KWB Wealth
    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 329,872 shares
    Change vs previous 13F +7,276 shares

    2.02% of the 13F portfolio, value $16,318,759.

    13F-HR 0001085146-25-000175 filed by KWB Wealth
    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 322,596 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $15,142,645.

    13F-HR 0001085146-24-004658 filed by KWB Wealth
    Filed (acceptance time not in the bulk data set), ingested

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