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Dynamic Advisor Solutions LLC: CGUS position timeline

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

Dynamic Advisor Solutions LLC held 108,262 CGUS 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 108,262 shares
    Change vs previous 13F -3,005 shares

    0.14% of the 13F portfolio, value $4,815,479.

    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 111,267 shares
    Change vs previous 13F +1,733 shares

    0.13% of the 13F portfolio, value $4,274,874.

    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 109,534 shares
    Change vs previous 13F -72,711 shares

    0.14% of the 13F portfolio, value $4,406,549.

    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 182,245 shares
    Change vs previous 13F -1,759 shares

    0.21% of the 13F portfolio, value $7,205,967.

    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 184,004 shares
    Change vs previous 13F -26,616 shares

    0.21% of the 13F portfolio, value $6,795,282.

    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 210,620 shares
    Change vs previous 13F +16,449 shares

    0.23% of the 13F portfolio, value $7,034,694.

    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 194,171 shares
    Change vs previous 13F -2,650 shares

    0.29% of the 13F portfolio, value $6,790,145.

    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 196,821 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,747,008.

    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).