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Dynasty Wealth Management, LLC

Position in IT — Gartner Inc

CIK 1727599 ST. PETERSBURG, FL

Position in IT

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$242,893
-$126,697 QoQ
Shares Held
1,534
+4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in IT Over Time

Shares Held

Position Value (USD)

Position in Information Technology Services

Technology · as of Jun 30, 2026

Dynasty Wealth Management, LLC holds $646,857 across 1 Information Technology Services name.

# Ticker Company Shares Value (USD) Open

All Filings in IT

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9 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $242,893 1,534
2025-12-31 $369,590 1,465
2025-09-30 $401,402 1,527
2025-06-30 $871,498 2,156
2025-03-31 $875,997 2,087
2024-12-31 $1,031,921 2,130
2024-09-30 $1,561,327 3,081
2024-06-30 $1,463,037 3,258
2024-03-31 $1,432,393 3,005