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Dynamic Advisor Solutions LLC: CGCP position timeline

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

Dynamic Advisor Solutions LLC held 96,566 CGCP 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 96,566 shares
    Change vs previous 13F +8,712 shares

    0.06% of the 13F portfolio, value $2,152,454.

    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 87,854 shares
    Change vs previous 13F +2,763 shares

    0.06% of the 13F portfolio, value $1,962,667.

    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 85,091 shares
    Change vs previous 13F -17,454 shares

    0.06% of the 13F portfolio, value $1,926,450.

    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 102,545 shares
    Change vs previous 13F +637 shares

    0.07% of the 13F portfolio, value $2,329,833.

    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 101,908 shares
    Change vs previous 13F +11,285 shares

    0.07% of the 13F portfolio, value $2,292,941.

    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 90,623 shares
    Change vs previous 13F +6,994 shares

    0.07% of the 13F portfolio, value $2,034,486.

    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 83,629 shares
    Change vs previous 13F +670 shares

    0.08% of the 13F portfolio, value $1,856,565.

    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 82,959 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,918,012.

    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).