Ownership history in Avion Wealth · 4 quarters on record
This page tracks every 13F SEC filing in which Avion Wealth reported a position in DYNATRACE INC (DT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 44 | +5 | +12.8% | 0.00% | $2K | $48.45 |
| 2025 Q1 | UNCHANGED | 39 | — | 0% | 0.00% | $2K | $47.15 |
| 2024 Q4 | ADDED | 39 | +5 | +14.7% | 0.00% | $2K | $54.35 |
| 2024 Q3 | INITIATED | 34 | — | — | 0.00% | $1K | $53.47 |
As of 2025 Q4 — sorted by position size