Dynasty Wealth Management, LLC
Position in FIX — Comfort Systems USA Inc
CIK 1727599
ST. PETERSBURG, FL
Position in FIX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$699,628
+$141,138 QoQ
Shares Held
353
-12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#848
of 1,341 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FIX Over Time
Shares Held
Position Value (USD)
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Dynasty Wealth Management, LLC holds $2,840,355 across 4 Engineering & Construction names. FIX ranks #2 (24.6% of the industry book) .
All Filings in FIX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,628 | 353 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $558,490 | 405 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $392,915 | 421 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $333,372 | 404 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||