Skip to content
Disclosery

Dynamic Advisor Solutions LLC: AVLV position timeline

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

Dynamic Advisor Solutions LLC held 42,452 AVLV 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 42,452 shares
    Change vs previous 13F +1,094 shares

    0.11% of the 13F portfolio, value $3,872,005.

    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 41,358 shares
    Change vs previous 13F +1,081 shares

    0.11% of the 13F portfolio, value $3,333,868.

    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 40,277 shares
    Change vs previous 13F +2,237 shares

    0.1% of the 13F portfolio, value $3,051,781.

    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 38,040 shares
    Change vs previous 13F +628 shares

    0.08% of the 13F portfolio, value $2,748,735.

    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 37,412 shares
    Change vs previous 13F +2,292 shares

    0.08% of the 13F portfolio, value $2,551,879.

    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 35,120 shares
    Change vs previous 13F +1,930 shares

    0.08% of the 13F portfolio, value $2,290,196.

    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 33,190 shares
    Change vs previous 13F +2,007 shares

    0.1% of the 13F portfolio, value $2,216,104.

    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 31,183 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,052,800.

    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).