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Dynamic Advisor Solutions LLC: AGG position timeline

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

Dynamic Advisor Solutions LLC held 40,373 AGG 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 40,373 shares
    Change vs previous 13F -1,894 shares

    0.11% of the 13F portfolio, value $3,996,091.

    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 42,267 shares
    Change vs previous 13F +4,084 shares

    0.13% of the 13F portfolio, value $4,195,832.

    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 38,183 shares
    Change vs previous 13F +542 shares

    0.12% of the 13F portfolio, value $3,813,743.

    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 37,641 shares
    Change vs previous 13F +2,321 shares

    0.11% of the 13F portfolio, value $3,773,469.

    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 35,320 shares
    Change vs previous 13F +742 shares

    0.11% of the 13F portfolio, value $3,503,762.

    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 34,578 shares
    Change vs previous 13F +3,477 shares

    0.11% of the 13F portfolio, value $3,420,485.

    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 31,101 shares
    Change vs previous 13F -48,304 shares

    0.13% of the 13F portfolio, value $3,013,659.

    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 79,405 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,041,310.

    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).