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Dynamic Advisor Solutions LLC: ARES position timeline

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

Dynamic Advisor Solutions LLC held 53,717 ARES 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 53,717 shares
    Change vs previous 13F +5,853 shares

    0.17% of the 13F portfolio, value $5,979,237.

    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 47,864 shares
    Change vs previous 13F +3,368 shares

    0.16% of the 13F portfolio, value $5,221,966.

    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 44,496 shares
    Change vs previous 13F -157 shares

    0.23% of the 13F portfolio, value $7,191,957.

    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 44,653 shares
    Change vs previous 13F -90 shares

    0.21% of the 13F portfolio, value $7,139,628.

    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 44,743 shares
    Change vs previous 13F +384 shares

    0.24% of the 13F portfolio, value $7,749,494.

    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 44,359 shares
    Change vs previous 13F -827 shares

    0.21% of the 13F portfolio, value $6,503,534.

    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 45,186 shares
    Change vs previous 13F -1,562 shares

    0.35% of the 13F portfolio, value $7,999,347.

    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 46,748 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,285,270.

    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).