Dynasty Wealth Management, LLC SEC EDGAR Filings (CIK 0001727599)

SEC EDGAR filings, ownership reports, and insider transactions for Dynasty Wealth Management, LLC.

Business address
200 Central Ave, Floor 15, St. Petersburg, FL, 33701
Top securities (13F)
IVV, ABFL, SPYG, FBCG, DYNF, BINC, PWRD, IEFA, FBND, IEMG, AGG, SPYV, JAVA, IYW, HEFA, MBB, USMV, QUAL, JIRE, and STIP
State of incorporation
DE
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Dynasty Wealth Management, LLC has filed 14 SEC EDGAR filings since 15 Feb 2018

Latest Filings

Recent SEC filings for Dynasty Wealth Management, LLC including N-PX, 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open N-PX document View SEC filing for N-PX 05 Jan 2026 30 Jun 2025 028-18636
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Oct 2025 30 Sep 2025 028-18636
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Aug 2025 30 Jun 2025 028-18636
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 May 2025 31 Mar 2025 028-18636
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Feb 2025 31 Dec 2024 028-18636
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2024 30 Sep 2024 028-18636
N-PX Open N-PX document View SEC filing for N-PX 13 Aug 2024 30 Jun 2024 028-18636
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2024 30 Jun 2024 028-18636
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 May 2024 31 Mar 2024 028-18636
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2019 31 Dec 2018 028-18636
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2018 30 Sep 2018 028-18636
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2018 30 Jun 2018 028-18636
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Apr 2018 31 Mar 2018 028-18636
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Feb 2018 31 Dec 2017 028-18636

About this filer

Dynasty Wealth Management, LLC files with the SEC under CIK 0001727599. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

Related pages