SEC 13F Intelligence

Aegis Wealth Management LLC / DYN

Aegis Wealth Management LLC’s Dyne Therapeutics Inc Position

Does Aegis Wealth Management LLC own Dyne Therapeutics Inc (DYN)? Yes — 135.0K shares worth $2M (+1.40% of its 13F portfolio) as of Q1 2026, up from 75.9K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
135.0K
% of Portfolio
+1.40%
Quarters Held
5
currently held

Position History DYN

Reported value by quarter
Q1 ’25: $347,565Q1 ’25Q2 ’25: $347,565Q2 ’25Q3 ’25: $631,337Q3 ’25Q4 ’25: $1MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026135.0K$2M+1.40%
Q4 202575.9K$1M+0.84%
Q3 202549.9K$631,337+0.34%
Q2 202533.2K$347,565+0.21%
Q1 202533.2K$347,565+0.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aegis Wealth Management LLC’s full portfolio or all institutional holders of DYN.