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Dynamic Advisor Solutions LLC: DFAR position timeline

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

Dynamic Advisor Solutions LLC held 308,340 DFAR 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 308,340 shares
    Change vs previous 13F -6,250 shares

    0.23% of the 13F portfolio, value $8,066,182.

    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 314,590 shares
    Change vs previous 13F +11,610 shares

    0.23% of the 13F portfolio, value $7,440,048.

    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 302,980 shares
    Change vs previous 13F -110,320 shares

    0.22% of the 13F portfolio, value $6,938,595.

    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 413,300 shares
    Change vs previous 13F +17,419 shares

    0.29% of the 13F portfolio, value $9,857,204.

    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 395,881 shares
    Change vs previous 13F +8,277 shares

    0.29% of the 13F portfolio, value $9,287,379.

    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 387,604 shares
    Change vs previous 13F +12,345 shares

    0.3% of the 13F portfolio, value $9,213,344.

    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 375,259 shares
    Change vs previous 13F +13,250 shares

    0.38% of the 13F portfolio, value $8,732,268.

    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 362,009 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $9,281,923.

    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).