Dynasty Wealth Management, LLC Last Quarter Change: Foreign Stocks, Reduced

Dynasty Wealth Management, LLC quarter change: Foreign Stocks, Reduced

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).

SHEL: Country of operation —; Class SPON ADS; Shares 2026-03-31 28,334; Shares 2026-06-30 26,458.
E: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 25,029; Shares 2026-06-30 23,541.
BUD: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 23,147; Shares 2026-06-30 22,878.
WDS: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 29,538; Shares 2026-06-30 27,727.

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.

Stock	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
SHEL SHELL PLC	SPON ADS	28,334	26,458	-1,876	$2,635,054	$2,051,520	-$583,534
E ENI S P A	SPONSORED ADR	25,029	23,541	-1,488	$1,416,892	$1,103,131	-$313,761
BUD ANHEUSER BUSCH INBEV SA/NV	SPONSORED ADR	23,147	22,878	-269	$1,605,719	$1,885,143	+$279,424
WDS WOODSIDE ENERGY GROUP LTD	SPONSORED ADR	29,538	27,727	-1,811	$705,366	$535,686	-$169,680
TM TOYOTA MOTOR CORP	ADS	2,303	1,812	-491	$474,602	$305,224	-$169,378
BCS BARCLAYS PLC	ADR	31,530	30,050	-1,480	$667,182	$807,155	+$139,973
ING ING GROEP N.V.	SPONSORED ADR	31,088	29,654	-1,434	$809,839	$930,531	+$120,692
HLN HALEON PLC	SPON ADS	67,377	59,656	-7,721	$674,440	$556,592	-$117,848
ARGX ARGENX SE	SPONSORED ADR	669	637	-32	$488,537	$590,989	+$102,452
PUK PRUDENTIAL PLC	ADR	10,374	7,587	-2,787	$294,933	$203,414	-$91,519
TS TENARIS S A	SPONSORED ADS	13,232	12,253	-979	$769,835	$679,922	-$89,913
TSM TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	749	706	-43	$253,044	$337,188	+$84,144
LYG LLOYDS BANKING GROUP PLC	SPONSORED ADR	233,855	214,363	-19,492	$1,176,290	$1,249,734	+$73,444
VOD VODAFONE GROUP PLC NEW	SPONSORED ADR	22,807	20,989	-1,818	$342,554	$277,577	-$64,977
GSK GSK PLC	SPONSORED ADR	12,815	12,407	-408	$707,251	$650,386	-$56,865
NVS NOVARTIS AG	SPONSORED ADR	12,115	11,695	-420	$1,850,558	$1,832,886	-$17,672

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