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Disclosery

WealthPLAN Partners, LLC: DYNF position timeline

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

WealthPLAN Partners, LLC held 55,539 DYNF shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,539 shares
    Change vs previous 13F -2,263 shares

    0.72% of the 13F portfolio, value $3,777,208.

    13F-HR 0001639943-26-000004 filed by WealthPLAN 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 57,802 shares
    Change vs previous 13F -9,094 shares

    0.65% of the 13F portfolio, value $3,362,937.

    13F-HR 0001639943-26-000003 filed by WealthPLAN 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 66,896 shares
    Change vs previous 13F +6,133 shares

    0.61% of the 13F portfolio, value $4,067,951.

    13F-HR 0001639943-26-000001 filed by WealthPLAN 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 60,763 shares
    Change vs previous 13F +9,924 shares

    0.54% of the 13F portfolio, value $3,597,170.

    13F-HR 0001639943-25-000002 filed by WealthPLAN 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 50,839 shares
    Change vs previous 13F +1,247 shares

    0.45% of the 13F portfolio, value $2,768,692.

    13F-HR 0001929986-25-000005 filed by WealthPLAN 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 49,592 shares
    Change vs previous 13F +1,095 shares

    0.34% of the 13F portfolio, value $2,418,106.

    13F-HR 0002009530-25-000004 filed by WealthPLAN 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 48,497 shares
    Change vs previous 13F -2,889 shares

    0.35% of the 13F portfolio, value $2,485,471.

    13F-HR 0001929986-25-000002 filed by WealthPLAN 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 51,386 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,542,065.

    13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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