Skip to content
Disclosery

Wellment Financial: DYNF position timeline

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

Wellment Financial held 3,587 DYNF shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,587 shares
    Change vs previous 13F -303 shares

    0.28% of the 13F portfolio, value $243,952.

    13F-HR 0001940000-26-000005 filed by Wellment Financial
    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 3,890 shares
    Change vs previous 13F -1,841 shares

    0.28% of the 13F portfolio, value $226,320.

    13F-HR 0001940000-26-000004 filed by Wellment Financial
    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 5,731 shares
    Change vs previous 13F -1,035 shares

    0.41% of the 13F portfolio, value $348,502.

    13F-HR 0001940000-26-000001 filed by Wellment Financial
    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 6,766 shares
    Change vs previous 13F +1,019 shares

    0.47% of the 13F portfolio, value $400,547.

    13F-HR 0001940000-25-000003 filed by Wellment Financial
    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 5,747 shares
    Change vs previous 13F -494 shares

    0.4% of the 13F portfolio, value $312,982.

    13F-HR 0001085146-25-004376 filed by Wellment Financial
    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 6,241 shares
    Change vs previous 13F -327 shares

    0.4% of the 13F portfolio, value $304,311.

    13F-HR 0001085146-25-002389 filed by Wellment Financial
    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 6,568 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $336,610.

    13F-HR 0001085146-25-000591 filed by Wellment Financial
    Filed (acceptance time not in the bulk data set), ingested

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