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Dynamic Advisor Solutions LLC: CGXU position timeline

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

Dynamic Advisor Solutions LLC held 8,368 CGXU 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 8,368 shares
    Change vs previous 13F -1,987 shares

    0.01% of the 13F portfolio, value $289,700.

    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 10,355 shares
    Change vs previous 13F -3,453 shares

    0.01% of the 13F portfolio, value $305,369.

    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 13,808 shares
    Change vs previous 13F -70,991 shares

    0.01% of the 13F portfolio, value $408,026.

    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 84,799 shares
    Change vs previous 13F +35 shares

    0.07% of the 13F portfolio, value $2,511,757.

    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 84,764 shares
    Change vs previous 13F -8,981 shares

    0.07% of the 13F portfolio, value $2,299,642.

    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 93,745 shares
    Change vs previous 13F +10,026 shares

    0.08% of the 13F portfolio, value $2,294,880.

    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 83,719 shares
    Change vs previous 13F +1,800 shares

    0.09% of the 13F portfolio, value $2,065,350.

    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 81,919 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,209,344.

    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).