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Dynamic Advisor Solutions LLC: CGGR position timeline

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

Dynamic Advisor Solutions LLC held 35,489 CGGR 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 35,489 shares
    Change vs previous 13F -808 shares

    0.05% of the 13F portfolio, value $1,675,097.

    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 36,297 shares
    Change vs previous 13F -322 shares

    0.05% of the 13F portfolio, value $1,458,776.

    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 36,619 shares
    Change vs previous 13F -39,351 shares

    0.05% of the 13F portfolio, value $1,628,446.

    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 75,970 shares
    Change vs previous 13F -12,703 shares

    0.1% of the 13F portfolio, value $3,336,587.

    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 88,673 shares
    Change vs previous 13F -3,789 shares

    0.11% of the 13F portfolio, value $3,604,543.

    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 92,462 shares
    Change vs previous 13F +5,115 shares

    0.1% of the 13F portfolio, value $3,166,817.

    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 87,347 shares
    Change vs previous 13F -2,200 shares

    0.14% of the 13F portfolio, value $3,246,681.

    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 89,547 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,115,341.

    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).