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Dynamic Advisor Solutions LLC: AXP position timeline

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

Dynamic Advisor Solutions LLC held 18,210 AXP 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 18,210 shares
    Change vs previous 13F +1,146 shares

    0.18% of the 13F portfolio, value $6,159,627.

    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 17,064 shares
    Change vs previous 13F +405 shares

    0.16% of the 13F portfolio, value $5,161,382.

    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 16,659 shares
    Change vs previous 13F -234 shares

    0.2% of the 13F portfolio, value $6,163,027.

    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 16,893 shares
    Change vs previous 13F +561 shares

    0.16% of the 13F portfolio, value $5,611,260.

    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 16,332 shares
    Change vs previous 13F +175 shares

    0.16% of the 13F portfolio, value $5,209,510.

    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 16,157 shares
    Change vs previous 13F +534 shares

    0.14% of the 13F portfolio, value $4,347,124.

    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 15,623 shares
    Change vs previous 13F -955 shares

    0.2% of the 13F portfolio, value $4,636,828.

    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 16,578 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,496,079.

    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).