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Dynamic Advisor Solutions LLC: BOXX position timeline

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

Dynamic Advisor Solutions LLC held 23,087 BOXX 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 23,087 shares
    Change vs previous 13F +1,380 shares

    0.08% of the 13F portfolio, value $2,703,257.

    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 21,707 shares
    Change vs previous 13F -1,305 shares

    0.08% of the 13F portfolio, value $2,524,307.

    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 23,012 shares
    Change vs previous 13F -438 shares

    0.08% of the 13F portfolio, value $2,648,681.

    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 23,450 shares
    Change vs previous 13F -3,519 shares

    0.08% of the 13F portfolio, value $2,670,017.

    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 26,969 shares
    Change vs previous 13F +10,915 shares

    0.09% of the 13F portfolio, value $3,038,867.

    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 16,054 shares
    Change vs previous 13F +1,159 shares

    0.06% of the 13F portfolio, value $1,789,860.

    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 14,895 shares
    Change vs previous 13F +5,621 shares

    0.07% of the 13F portfolio, value $1,642,621.

    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 9,274 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,010,230.

    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).