Skip to content
Disclosery

Summit Wealth Partners, LLC: DYNF position timeline

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

Summit Wealth Partners, LLC held 108,067 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 108,067 shares
    Change vs previous 13F +24,558 shares

    1.05% of the 13F portfolio, value $7,349,637.

    13F-HR 0002033312-26-000003 filed by Summit Wealth Partners, 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 83,509 shares
    Change vs previous 13F +19,309 shares

    0.77% of the 13F portfolio, value $4,858,554.

    13F-HR 0002033312-26-000002 filed by Summit Wealth Partners, 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 64,200 shares
    Change vs previous 13F +32,448 shares

    0.72% of the 13F portfolio, value $3,904,002.

    13F-HR 0002033312-26-000001 filed by Summit Wealth Partners, 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 31,752 shares
    Change vs previous 13F +1,523 shares

    0.34% of the 13F portfolio, value $1,879,718.

    13F-HR 0002033312-25-000002 filed by Summit Wealth Partners, 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 30,229 shares
    Change vs previous 13F +18,937 shares

    0.31% of the 13F portfolio, value $1,646,271.

    13F-HR 0001085146-25-004784 filed by Summit Wealth Partners, 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 11,292 shares
    Change vs previous 13F +3,079 shares

    0.11% of the 13F portfolio, value $550,598.

    13F-HR 0001085146-25-002632 filed by Summit Wealth Partners, 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 8,213 shares
    Change vs previous 13F +2,506 shares

    0.09% of the 13F portfolio, value $420,916.

    13F-HR 0001085146-25-000501 filed by Summit Wealth Partners, 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 5,707 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $282,325.

    13F-HR 0001085146-24-005194 filed by Summit Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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