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Disclosery

Triad Wealth Partners, LLC: DYNF position timeline

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

Triad Wealth Partners, LLC held 798,464 DYNF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 798,464 shares
    Change vs previous 13F +201,208 shares

    3.24% of the 13F portfolio, value $54,574,989.

    13F-HR 0002012717-26-000004 filed by Triad 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 597,256 shares
    Change vs previous 13F +37,915 shares

    2.75% of the 13F portfolio, value $34,748,333.

    13F-HR 0002012717-26-000003 filed by Triad 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 559,341 shares
    Change vs previous 13F +114,368 shares

    3.23% of the 13F portfolio, value $34,013,502.

    13F-HR 0002012717-26-000002 filed by Triad 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 444,973 shares
    Change vs previous 13F +161,427 shares

    3.4% of the 13F portfolio, value $26,342,423.

    13F-HR 0002012717-25-000007 filed by Triad 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 283,546 shares
    Change vs previous 13F +60,537 shares

    3.12% of the 13F portfolio, value $15,441,939.

    13F-HR 0002012717-25-000005 filed by Triad 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 223,009 shares
    Change vs previous 13F +37,794 shares

    3.38% of the 13F portfolio, value $10,873,902.

    13F-HR 0002012717-25-000003 filed by Triad 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 185,215 shares
    Change vs previous 13F +168,665 shares

    3.43% of the 13F portfolio, value $9,492,292.

    13F-HR 0002012717-25-000001 filed by Triad 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 16,550 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $818,729.

    13F-HR 0001835669-24-000009 filed by Triad Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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