Dynasty Wealth Management, LLC

Position in MA — Mastercard Inc

CIK 1727599 ST. PETERSBURG, FL

Position in MA

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$4,467,292

-$141,072 QoQ

Shares Held

8,698

-5.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,233

of 3,563 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Dynasty Wealth Management, LLC holds $14,972,801 across 5 Credit Services names. MA ranks #1 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc This page	8,698	$4,467,292
2	V	Visa Inc.	12,917	$4,431,693
3	AXP	American Express Co	9,814	$3,319,585
4	COF	Capital One Financial Corp	12,674	$2,542,657
5	SOFI	SoFi Technologies, Inc.	11,800	$211,574

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,467,292	8,698	-5.7%	Shares	Sole	2026-08-13
2026-03-31	$4,608,364	9,223	-7.1%	Shares	Sole	2026-05-14
2025-12-31	$5,665,984	9,925	+6.0%	Shares	Sole	2026-02-10
2025-09-30	$5,325,768	9,363	-22.7%	Shares	Sole	2025-10-29
2025-06-30	$6,810,712	12,120	+19.1%	Shares	Sole	2025-08-05
2025-03-31	$5,578,217	10,177	-1.8%	Shares	Sole	2025-05-02
2024-12-31	$5,455,791	10,361	+4.8%	Shares	Sole	2025-02-05
2024-09-30	$4,883,682	9,890	-12.5%	Shares	Sole	2024-11-12
2024-06-30	$4,986,872	11,304	+4.6%	Shares	Sole	2024-08-12
2024-03-31	$5,206,253	10,811	—	Shares	Sole	2024-05-16
No filing history on record for this holder in this stock.