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Dynamic Advisor Solutions LLC: AVEM position timeline

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

Dynamic Advisor Solutions LLC held 50,648 AVEM 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 50,648 shares
    Change vs previous 13F +2,981 shares

    0.14% of the 13F portfolio, value $4,887,061.

    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 47,667 shares
    Change vs previous 13F +3,909 shares

    0.12% of the 13F portfolio, value $3,841,013.

    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 43,758 shares
    Change vs previous 13F +130 shares

    0.11% of the 13F portfolio, value $3,370,263.

    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 43,628 shares
    Change vs previous 13F +380 shares

    0.1% of the 13F portfolio, value $3,276,936.

    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 43,248 shares
    Change vs previous 13F -5,452 shares

    0.09% of the 13F portfolio, value $2,964,251.

    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 48,700 shares
    Change vs previous 13F -159,390 shares

    0.1% of the 13F portfolio, value $2,930,297.

    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 208,090 shares
    Change vs previous 13F +13,667 shares

    0.53% of the 13F portfolio, value $12,233,595.

    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 194,423 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $12,559,705.

    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).