Dynamic Advisor Solutions LLC: DCI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynamic Advisor Solutions LLC on DCI, newest first. How the timeline and the estimate are built.
Dynamic Advisor Solutions LLC held 9,245 DCI shares at 2026-06-30 per its 13F-HR filed 2026-07-07.
the latest 13F is the newest step
- period ended2026-06-3013F 9,245 sharesChange vs previous 13F -389 shares
0.02% of the 13F portfolio, value $829,924.
13F-HR 0001599747-26-000004 filed by Dynamic Advisor Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,634 sharesChange vs previous 13F -450 shares
0.03% of the 13F portfolio, value $817,638.
13F-HR 0001599747-26-000002 filed by Dynamic Advisor Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,084 sharesChange vs previous 13F -306 shares
0.03% of the 13F portfolio, value $894,047.
13F-HR 0001599747-26-000001 filed by Dynamic Advisor Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,390 sharesChange vs previous 13F -297 shares
0.02% of the 13F portfolio, value $850,422.
13F-HR 0001085146-25-005875 filed by Dynamic Advisor Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 10,687 sharesChange vs previous 13F -121 shares
0.02% of the 13F portfolio, value $741,143.
13F-HR 0001085146-25-003617 filed by Dynamic Advisor Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,808 sharesChange vs previous 13F -218 shares
0.02% of the 13F portfolio, value $724,784.
13F-HR 0001085146-25-002128 filed by Dynamic Advisor Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,026 sharesChange vs previous 13F -629 shares
0.03% of the 13F portfolio, value $742,601.
13F-HR 0001085146-25-000374 filed by Dynamic Advisor Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,655 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $858,974.
13F-HR 0001085146-24-004675 filed by Dynamic Advisor Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).