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EverSource Wealth Advisors, LLC: DYNF position timeline

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

EverSource Wealth Advisors, LLC held 23,149 DYNF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,149 shares
    Change vs previous 13F -6,553 shares

    0.05% of the 13F portfolio, value $1,574,385.

    13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, 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/A 29,702 shares
    Change vs previous 13F +2,783 shares

    0.05% of the 13F portfolio, value $1,728,080.

    13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, 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 26,919 shares
    Change vs previous 13F -3,431 shares

    0.06% of the 13F portfolio, value $1,636,963.

    13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, 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 30,350 shares
    Change vs previous 13F +376 shares

    0.07% of the 13F portfolio, value $1,796,739.

    13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, 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 29,974 shares
    Change vs previous 13F -3,981 shares

    0.07% of the 13F portfolio, value $1,632,401.

    13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, 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 33,955 shares
    Change vs previous 13F +12,616 shares

    0.09% of the 13F portfolio, value $1,655,661.

    13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, 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 21,339 shares
    Change vs previous 13F -304 shares

    0.06% of the 13F portfolio, value $1,093,640.

    13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, 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 21,643 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,070,695.

    13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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