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Ullmann Wealth Partners Group, LLC: DYNF position timeline

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

Ullmann Wealth Partners Group, LLC held 692,851 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 692,851 shares
    Change vs previous 13F +70,056 shares

    4.28% of the 13F portfolio, value $47,120,807.

    13F-HR 0001697725-26-000004 filed by Ullmann Wealth Partners 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 622,795 shares
    Change vs previous 13F +136,689 shares

    3.76% of the 13F portfolio, value $36,234,229.

    13F-HR 0001697725-26-000002 filed by Ullmann Wealth Partners 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 486,106 shares
    Change vs previous 13F +160,108 shares

    3.08% of the 13F portfolio, value $29,584,396.

    13F-HR 0001697725-26-000001 filed by Ullmann Wealth Partners 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 325,998 shares
    Change vs previous 13F +20,175 shares

    2.11% of the 13F portfolio, value $19,299,069.

    13F-HR 0001697725-25-000002 filed by Ullmann Wealth Partners 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 305,823 shares
    Change vs previous 13F +5,991 shares

    1.97% of the 13F portfolio, value $16,655,119.

    13F-HR 0001085146-25-003769 filed by Ullmann Wealth Partners 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 299,832 shares
    Change vs previous 13F +18,139 shares

    1.94% of the 13F portfolio, value $14,619,832.

    13F-HR 0001085146-25-002052 filed by Ullmann Wealth Partners 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 281,693 shares
    Change vs previous 13F +39,308 shares

    1.86% of the 13F portfolio, value $14,436,791.

    13F-HR 0001085146-25-000209 filed by Ullmann Wealth Partners 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 242,385 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $11,990,763.

    13F-HR 0001085146-24-004912 filed by Ullmann Wealth Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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