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Dynamic Advisor Solutions LLC: CGDV position timeline

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

Dynamic Advisor Solutions LLC held 84,126 CGDV 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 84,126 shares
    Change vs previous 13F -2,608 shares

    0.12% of the 13F portfolio, value $4,145,727.

    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 86,734 shares
    Change vs previous 13F -2,085 shares

    0.12% of the 13F portfolio, value $3,689,655.

    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 88,819 shares
    Change vs previous 13F -55,921 shares

    0.12% of the 13F portfolio, value $3,876,051.

    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 144,740 shares
    Change vs previous 13F -4,752 shares

    0.18% of the 13F portfolio, value $6,083,426.

    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 149,492 shares
    Change vs previous 13F -36,367 shares

    0.18% of the 13F portfolio, value $5,903,454.

    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 185,859 shares
    Change vs previous 13F +5,390 shares

    0.22% of the 13F portfolio, value $6,623,997.

    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 180,469 shares
    Change vs previous 13F -1,361 shares

    0.28% of the 13F portfolio, value $6,363,320.

    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 181,830 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,625,869.

    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).