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Sterling Group Wealth Management, LLC: DYNF position timeline

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

Sterling Group Wealth Management, LLC held 305,402 DYNF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 305,402 shares
    Change vs previous 13F +33,137 shares

    8.52% of the 13F portfolio, value $20,770,379.

    13F-HR 0001852307-26-000004 filed by Sterling Group 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 272,265 shares
    Change vs previous 13F +93,856 shares

    7.49% of the 13F portfolio, value $15,840,364.

    13F-HR 0001852307-26-000003 filed by Sterling Group 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 178,409 shares
    Change vs previous 13F +6,251 shares

    5.25% of the 13F portfolio, value $10,849,042.

    13F-HR 0001852307-26-000002 filed by Sterling Group 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 172,158 shares
    Change vs previous 13F +12,499 shares

    5.05% of the 13F portfolio, value $10,191,759.

    13F-HR 0002085853-25-000010 filed by Sterling Group 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 159,659 shares
    Change vs previous 13F not available

    4.81% of the 13F portfolio, value $8,695,033.

    13F-HR 0001667731-25-000792 filed by Sterling Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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