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Dynasty Wealth Management, LLCETFConcentrated trader

CIK: 0001727599 | ST. PETERSBURG, FL

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR367$13.5B2026-08-13SEC ↗
Q1 2026
13F-HR333$11.5B2026-05-14SEC ↗
Q4 2025
13F-HR349$10.2B2026-02-10SEC ↗
Q3 2025
13F-HR309$7.5B2025-10-29SEC ↗
Q2 2025
13F-HR228$5.9B2025-08-05SEC ↗
Q1 2025
13F-HR248$6.0B2025-05-02SEC ↗
Q4 2024
13F-HR247$5.8B2025-02-05SEC ↗
Q3 2024
13F-HR224$3.3B2024-11-12SEC ↗
Q2 2024
13F-HR239$3.4B2024-08-12SEC ↗
Q1 2024
13F-HR254$3.1B2024-05-16SEC ↗
Q4 2018
13F-HR3$7602019-02-12SEC ↗
Q3 2018
13F-HR126$1.6M2018-11-09SEC ↗
Q2 2018
13F-HR75$291.1K2018-08-16SEC ↗
Q1 2018
13F-HR73$488.3K2018-04-20SEC ↗
Q4 2017
13F-HR100$344.6K2018-02-15SEC ↗