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Dynamic Advisor Solutions LLC: AIQ position timeline

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

Dynamic Advisor Solutions LLC held 44,694 AIQ 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 44,694 shares
    Change vs previous 13F +2,895 shares

    0.08% of the 13F portfolio, value $2,932,382.

    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 41,799 shares
    Change vs previous 13F +1,247 shares

    0.06% of the 13F portfolio, value $1,950,765.

    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 40,552 shares
    Change vs previous 13F -1,231 shares

    0.07% of the 13F portfolio, value $2,062,475.

    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 41,783 shares
    Change vs previous 13F +2,517 shares

    0.06% of the 13F portfolio, value $2,063,658.

    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 39,266 shares
    Change vs previous 13F +1,993 shares

    0.05% of the 13F portfolio, value $1,715,543.

    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 37,273 shares
    Change vs previous 13F -1,507 shares

    0.04% of the 13F portfolio, value $1,356,002.

    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 38,780 shares
    Change vs previous 13F +295 shares

    0.06% of the 13F portfolio, value $1,498,454.

    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 38,485 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,430,483.

    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).