Skip to content

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

  1. period ended2026-06-30
    13F 9,245 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,634 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 10,084 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,390 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,687 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,808 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,026 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,655 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).