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Dynamic Advisor Solutions LLC: COST position timeline

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

Dynamic Advisor Solutions LLC held 20,108 COST 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 20,108 shares
    Change vs previous 13F +385 shares

    0.54% of the 13F portfolio, value $18,810,853.

    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 19,723 shares
    Change vs previous 13F -136 shares

    0.62% of the 13F portfolio, value $19,652,150.

    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 19,859 shares
    Change vs previous 13F -4,130 shares

    0.55% of the 13F portfolio, value $17,125,059.

    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 23,989 shares
    Change vs previous 13F +122 shares

    0.64% of the 13F portfolio, value $22,204,873.

    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 23,867 shares
    Change vs previous 13F -354 shares

    0.73% of the 13F portfolio, value $23,626,979.

    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 24,221 shares
    Change vs previous 13F -372 shares

    0.75% of the 13F portfolio, value $22,907,468.

    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 24,593 shares
    Change vs previous 13F -953 shares

    0.98% of the 13F portfolio, value $22,533,479.

    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 25,546 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $22,646,686.

    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).