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Dynamic Advisor Solutions LLC: DFAE position timeline

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

Dynamic Advisor Solutions LLC held 419,441 DFAE 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 419,441 shares
    Change vs previous 13F -13,549 shares

    0.48% of the 13F portfolio, value $16,865,716.

    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 432,990 shares
    Change vs previous 13F +9,740 shares

    0.46% of the 13F portfolio, value $14,661,055.

    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 423,250 shares
    Change vs previous 13F -112,991 shares

    0.44% of the 13F portfolio, value $13,785,252.

    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 536,241 shares
    Change vs previous 13F +1,282 shares

    0.49% of the 13F portfolio, value $16,907,669.

    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 534,959 shares
    Change vs previous 13F -20,557 shares

    0.48% of the 13F portfolio, value $15,487,076.

    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 555,516 shares
    Change vs previous 13F +10,111 shares

    0.47% of the 13F portfolio, value $14,382,307.

    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 545,405 shares
    Change vs previous 13F +17,028 shares

    0.6% of the 13F portfolio, value $13,836,917.

    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 528,377 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $14,482,808.

    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).