Filer · Institutional
Dynasty Wealth Management,LLC
CIK 0001727599TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001727599-26-000003 · filed 2026-05-14
333
positions
Q4 202513F-HR
0001727599-26-000002 · filed 2026-02-10
336
positions
Q3 202513F-HR
0001727599-25-000007 · filed 2025-10-29
303
positions
Q2 202513F-HR
0001727599-25-000006 · filed 2025-08-05
228
positions
Q1 202513F-HR
0001727599-25-000005 · filed 2025-05-02
248
positions
Q4 202413F-HR
0001727599-25-000002 · filed 2025-02-05
247
positions
Q3 202413F-HR
0001727599-24-000006 · filed 2024-11-12
224
positions
Q2 202413F-HR
0001727599-24-000004 · filed 2024-08-12
238
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.