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Dynamic Advisor Solutions LLC: BITO position timeline

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

Dynamic Advisor Solutions LLC held 10,118 BITO 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 10,118 shares
    Change vs previous 13F -87 shares

    <0.01% of the 13F portfolio, value $80,745.

    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 10,205 shares
    Change vs previous 13F -1,154 shares

    <0.01% of the 13F portfolio, value $95,006.

    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 11,359 shares
    Change vs previous 13F -195,430 shares

    <0.01% of the 13F portfolio, value $138,120.

    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 206,789 shares
    Change vs previous 13F +13,571 shares

    0.12% of the 13F portfolio, value $4,069,603.

    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 193,218 shares
    Change vs previous 13F +64,908 shares

    0.13% of the 13F portfolio, value $4,156,114.

    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 128,310 shares
    Change vs previous 13F +49,927 shares

    0.08% of the 13F portfolio, value $2,350,645.

    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 78,383 shares
    Change vs previous 13F +17,746 shares

    0.08% of the 13F portfolio, value $1,785,571.

    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 60,637 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,163,625.

    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).