Skip to content
Disclosery

Dynamic Advisor Solutions LLC: CGSD position timeline

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

Dynamic Advisor Solutions LLC held 26,660 CGSD 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 26,660 shares
    Change vs previous 13F -2,047 shares

    0.02% of the 13F portfolio, value $685,952.

    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 28,707 shares
    Change vs previous 13F +367 shares

    0.02% of the 13F portfolio, value $740,347.

    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 28,340 shares
    Change vs previous 13F -28,328 shares

    0.02% of the 13F portfolio, value $737,133.

    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 56,668 shares
    Change vs previous 13F +344 shares

    0.04% of the 13F portfolio, value $1,472,235.

    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 56,324 shares
    Change vs previous 13F +15,773 shares

    0.05% of the 13F portfolio, value $1,460,763.

    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 40,551 shares
    Change vs previous 13F +1,000 shares

    0.03% of the 13F portfolio, value $1,046,624.

    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 39,551 shares
    Change vs previous 13F -471 shares

    0.04% of the 13F portfolio, value $1,014,098.

    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 40,022 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,036,958.

    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).