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SkyOak Wealth, LLC: DYNF position timeline

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

SkyOak Wealth, LLC held 147,220 DYNF shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,220 shares
    Change vs previous 13F -2,418 shares

    1.64% of the 13F portfolio, value $10,012,406.

    13F-HR 0001800379-26-000003 filed by SkyOak Wealth, 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 149,638 shares
    Change vs previous 13F -939 shares

    1.59% of the 13F portfolio, value $8,705,939.

    13F-HR 0001800379-26-000002 filed by SkyOak Wealth, 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 150,577 shares
    Change vs previous 13F -1,318 shares

    1.65% of the 13F portfolio, value $9,156,587.

    13F-HR 0001800379-26-000001 filed by SkyOak Wealth, 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 151,895 shares
    Change vs previous 13F -11,887 shares

    1.7% of the 13F portfolio, value $8,992,184.

    13F-HR 0001800379-25-000006 filed by SkyOak Wealth, 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 163,782 shares
    Change vs previous 13F -41 shares

    1.79% of the 13F portfolio, value $8,919,568.

    13F-HR 0001800379-25-000004 filed by SkyOak Wealth, 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 163,823 shares
    Change vs previous 13F -6,034 shares

    1.75% of the 13F portfolio, value $7,988,009.

    13F-HR 0001800379-25-000002 filed by SkyOak Wealth, 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 169,857 shares
    Change vs previous 13F -5,427 shares

    1.86% of the 13F portfolio, value $8,705,171.

    13F-HR 0001800379-25-000001 filed by SkyOak Wealth, 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 175,284 shares
    Change vs previous 13F not available

    1.92% of the 13F portfolio, value $8,671,299.

    13F-HR 0001800379-24-000006 filed by SkyOak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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