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Dynamic Advisor Solutions LLC: ACWV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynamic Advisor Solutions LLC on ACWV, newest first. How the timeline and the estimate are built.

Dynamic Advisor Solutions LLC held 82,172 ACWV shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,172 shares
    Change vs previous 13F +1,236 shares

    0.28% of the 13F portfolio, value $9,879,487.

    13F-HR 0001599747-26-000004 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 80,936 shares
    Change vs previous 13F +5,765 shares

    0.3% of the 13F portfolio, value $9,672,714.

    13F-HR 0001599747-26-000002 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 75,171 shares
    Change vs previous 13F -8,607 shares

    0.29% of the 13F portfolio, value $8,926,542.

    13F-HR 0001599747-26-000001 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 83,778 shares
    Change vs previous 13F -2,328 shares

    0.29% of the 13F portfolio, value $10,046,626.

    13F-HR 0001085146-25-005875 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 86,106 shares
    Change vs previous 13F -826 shares

    0.32% of the 13F portfolio, value $10,209,600.

    13F-HR 0001085146-25-003617 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 86,932 shares
    Change vs previous 13F +8,071 shares

    0.33% of the 13F portfolio, value $10,116,254.

    13F-HR 0001085146-25-002128 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 78,861 shares
    Change vs previous 13F +13,521 shares

    0.37% of the 13F portfolio, value $8,611,641.

    13F-HR 0001085146-25-000374 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 65,340 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,483,355.

    13F-HR 0001085146-24-004675 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).