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Modern Wealth Management, LLC: DYNF position timeline

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

Modern Wealth Management, LLC held 619,141 DYNF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 619,141 shares
    Change vs previous 13F +302,216 shares

    0.5% of the 13F portfolio, value $42,107,831.

    13F-HR 0002001900-26-000007 filed by Modern Wealth Management, 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 316,925 shares
    Change vs previous 13F +93,110 shares

    0.32% of the 13F portfolio, value $18,612,994.

    13F-HR 0002001900-26-000006 filed by Modern Wealth Management, 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 223,815 shares
    Change vs previous 13F +81,738 shares

    0.25% of the 13F portfolio, value $13,610,149.

    13F-HR 0002001900-26-000001 filed by Modern Wealth Management, 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 142,077 shares
    Change vs previous 13F +31,491 shares

    0.17% of the 13F portfolio, value $8,410,994.

    13F-HR 0002001900-25-000023 filed by Modern Wealth Management, 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/A 110,586 shares
    Change vs previous 13F +5,155 shares

    0.15% of the 13F portfolio, value $6,022,480.

    13F-HR/A 0002001900-25-000022 filed by Modern Wealth Management, 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/A 105,431 shares
    Change vs previous 13F +29,752 shares

    0.16% of the 13F portfolio, value $5,140,805.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, 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/A 75,679 shares
    Change vs previous 13F +51,404 shares

    0.14% of the 13F portfolio, value $3,878,571.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, 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 24,275 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,200,908.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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