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Dynamic Advisor Solutions LLC: CVS position timeline

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

Dynamic Advisor Solutions LLC held 36,441 CVS 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 36,441 shares
    Change vs previous 13F +437 shares

    0.11% of the 13F portfolio, value $3,769,824.

    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 36,004 shares
    Change vs previous 13F -159 shares

    0.08% of the 13F portfolio, value $2,585,807.

    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 36,163 shares
    Change vs previous 13F -94 shares

    0.09% of the 13F portfolio, value $2,869,890.

    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 36,257 shares
    Change vs previous 13F -538 shares

    0.08% of the 13F portfolio, value $2,733,403.

    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 36,795 shares
    Change vs previous 13F -218 shares

    0.08% of the 13F portfolio, value $2,538,116.

    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 37,013 shares
    Change vs previous 13F +17,807 shares

    0.08% of the 13F portfolio, value $2,507,627.

    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 19,206 shares
    Change vs previous 13F -23,646 shares

    0.04% of the 13F portfolio, value $862,162.

    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 42,852 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,694,520.

    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).