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Dynamic Advisor Solutions LLC: CGGO position timeline

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

Dynamic Advisor Solutions LLC held 26,824 CGGO 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 26,824 shares
    Change vs previous 13F -192 shares

    0.03% of the 13F portfolio, value $1,135,474.

    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 27,016 shares
    Change vs previous 13F +1,321 shares

    0.03% of the 13F portfolio, value $901,514.

    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 25,695 shares
    Change vs previous 13F -15,526 shares

    0.03% of the 13F portfolio, value $890,345.

    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 41,221 shares
    Change vs previous 13F -365 shares

    0.04% of the 13F portfolio, value $1,408,533.

    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 41,586 shares
    Change vs previous 13F -6,369 shares

    0.04% of the 13F portfolio, value $1,329,491.

    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 47,955 shares
    Change vs previous 13F +9,592 shares

    0.04% of the 13F portfolio, value $1,358,553.

    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 38,363 shares
    Change vs previous 13F +293 shares

    0.05% of the 13F portfolio, value $1,120,955.

    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 38,070 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,147,802.

    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).