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Lifelong Wealth Advisors, Inc.: DYNF position timeline

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

Lifelong Wealth Advisors, Inc. held 161,919 DYNF shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,919 shares
    Change vs previous 13F -7,815 shares

    2.59% of the 13F portfolio, value $11,012,126.

    13F-HR 0001725547-26-000233 filed by Lifelong Wealth 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 169,734 shares
    Change vs previous 13F +26,557 shares

    2.64% of the 13F portfolio, value $9,875,124.

    13F-HR 0001725547-26-000133 filed by Lifelong Wealth 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 143,177 shares
    Change vs previous 13F +21,730 shares

    2.32% of the 13F portfolio, value $8,706,593.

    13F-HR 0001725547-26-000009 filed by Lifelong Wealth 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 121,447 shares
    Change vs previous 13F +8,034 shares

    2.14% of the 13F portfolio, value $7,189,662.

    13F-HR 0001725547-25-004186 filed by Lifelong Wealth 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 113,413 shares
    Change vs previous 13F +7,370 shares

    2.05% of the 13F portfolio, value $6,176,472.

    13F-HR 0001725547-25-003381 filed by Lifelong Wealth 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 106,043 shares
    Change vs previous 13F +4,969 shares

    2.42% of the 13F portfolio, value $5,170,657.

    13F-HR 0001725547-25-001450 filed by Lifelong Wealth Advisors, Inc.
    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 101,074 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $5,180,042.

    13F-HR 0001221073-25-000033 filed by Lifelong Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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