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SAX WEALTH ADVISORS, LLC: DYNF position timeline

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

SAX WEALTH ADVISORS, LLC held 79,902 DYNF shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 79,902 shares
    Change vs previous 13F +18,038 shares

    0.16% of the 13F portfolio, value $5,533,983.

    13F-HR 0001846150-26-000011 filed by SAX WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 61,864 shares
    Change vs previous 13F +5,692 shares

    0.15% of the 13F portfolio, value $3,599,245.

    13F-HR 0001846150-26-000007 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 56,172 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $3,415,827.

    13F-HR 0001846150-26-000005 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 56,172 shares
    Change vs previous 13F +12,415 shares

    0.16% of the 13F portfolio, value $3,415,827.

    13F-HR 0001846150-26-000002 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 43,757 shares
    Change vs previous 13F +12,864 shares

    0.14% of the 13F portfolio, value $2,590,397.

    13F-HR 0001846150-25-000011 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 30,893 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,682,418.

    13F-HR 0001846150-25-000007 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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