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Dynamic Advisor Solutions LLC: CIK position timeline

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

Dynamic Advisor Solutions LLC held 73,477 CIK 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 73,477 shares
    Change vs previous 13F +6,092 shares

    0.01% of the 13F portfolio, value $182,222.

    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 67,385 shares
    Change vs previous 13F +3,545 shares

    0.01% of the 13F portfolio, value $172,505.

    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 63,840 shares
    Change vs previous 13F +3,759 shares

    0.01% of the 13F portfolio, value $180,667.

    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 60,081 shares
    Change vs previous 13F +864 shares

    0.01% of the 13F portfolio, value $176,037.

    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 59,217 shares
    Change vs previous 13F -3,609 shares

    0.01% of the 13F portfolio, value $175,282.

    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 62,826 shares
    Change vs previous 13F +8,337 shares

    0.01% of the 13F portfolio, value $182,196.

    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 54,489 shares
    Change vs previous 13F +9,150 shares

    0.01% of the 13F portfolio, value $157,472.

    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 45,339 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $140,098.

    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).