Dynasty Wealth Management, LLC quarter change: Foreign Stocks, New
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Dynasty Wealth Management, LLC opened 4 positions, added to 17, reduced 16, sold out of 5 and left 0 unchanged. The largest increase in value was SMFG (+$1,062,145); the largest decrease was SHEL (-$583,534).
- NVO: Country of operation —; Class ADR; Shares 2026-03-31 0; Shares 2026-06-30 11,125.
- SE: Country of operation Singapore; Class SPONSORD ADS; Shares 2026-03-31 0; Shares 2026-06-30 4,016.
- IHG: Country of operation —; Class SPONSORED ADS; Shares 2026-03-31 0; Shares 2026-06-30 1,357.
- TEVA: Country of operation —; Class SPONSORED ADS; Shares 2026-03-31 0; Shares 2026-06-30 6,348.
Two Form 13F-HR filings compared (SEC CIK 1727599): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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