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Disclosery

Shared Vision Wealth Group LLC: DYNF position timeline

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

Shared Vision Wealth Group LLC held 121,023 DYNF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,023 shares
    Change vs previous 13F -1,998 shares

    2.83% of the 13F portfolio, value $8,230,796.

    13F-HR 0002008178-26-000003 filed by Shared Vision Wealth Group 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 123,021 shares
    Change vs previous 13F -12,157 shares

    2.92% of the 13F portfolio, value $7,157,389.

    13F-HR 0002008178-26-000002 filed by Shared Vision Wealth Group 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 135,178 shares
    Change vs previous 13F -560 shares

    3.35% of the 13F portfolio, value $8,279,673.

    13F-HR 0002008178-26-000001 filed by Shared Vision Wealth Group 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 135,738 shares
    Change vs previous 13F +13,978 shares

    3.39% of the 13F portfolio, value $8,016,663.

    13F-HR 0002008178-25-000003 filed by Shared Vision Wealth Group 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 121,760 shares
    Change vs previous 13F +1,099 shares

    3.4% of the 13F portfolio, value $6,817,318.

    13F-HR 0001085146-25-004671 filed by Shared Vision Wealth Group 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 120,661 shares
    Change vs previous 13F +1,867 shares

    3.21% of the 13F portfolio, value $5,883,453.

    13F-HR 0001085146-25-002545 filed by Shared Vision Wealth Group 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 118,794 shares
    Change vs previous 13F -1,970 shares

    3.2% of the 13F portfolio, value $6,088,213.

    13F-HR 0001085146-25-000855 filed by Shared Vision Wealth Group 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 120,764 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $5,974,192.

    13F-HR 0001085146-24-005516 filed by Shared Vision Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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