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Disclosery

Venturi Wealth Management, LLC: DYNF position timeline

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

Venturi Wealth Management, LLC held 68,920 DYNF shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,920 shares
    Change vs previous 13F +3,251 shares

    0.18% of the 13F portfolio, value $4,687,193.

    13F-HR 0001666363-26-000004 filed by Venturi 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 65,669 shares
    Change vs previous 13F +13,660 shares

    0.17% of the 13F portfolio, value $3,820,601.

    13F-HR 0001666363-26-000003 filed by Venturi 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 52,009 shares
    Change vs previous 13F -568 shares

    0.14% of the 13F portfolio, value $3,162,627.

    13F-HR 0001666363-26-000001 filed by Venturi 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 52,577 shares
    Change vs previous 13F +6,017 shares

    0.14% of the 13F portfolio, value $3,112,542.

    13F-HR 0001666363-25-000008 filed by Venturi 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 46,560 shares
    Change vs previous 13F -171 shares

    0.13% of the 13F portfolio, value $2,535,656.

    13F-HR 0001666363-25-000006 filed by Venturi Wealth Management, 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 46,731 shares
    Change vs previous 13F -1,216 shares

    0.12% of the 13F portfolio, value $2,278,593.

    13F-HR 0001666363-25-000005 filed by Venturi Wealth Management, 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 47,947 shares
    Change vs previous 13F -5,124 shares

    0.12% of the 13F portfolio, value $2,457,284.

    13F-HR 0001666363-25-000004 filed by Venturi Wealth Management, 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 53,071 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,625,427.

    13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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