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Dynamic Advisor Solutions LLC: DFGP position timeline

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

Dynamic Advisor Solutions LLC held 197,120 DFGP 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 197,120 shares
    Change vs previous 13F -2,429 shares

    0.31% of the 13F portfolio, value $10,735,149.

    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 199,549 shares
    Change vs previous 13F +17,852 shares

    0.34% of the 13F portfolio, value $10,773,675.

    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 181,697 shares
    Change vs previous 13F +174,338 shares

    0.32% of the 13F portfolio, value $9,824,346.

    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 7,359 shares
    Change vs previous 13F +460 shares

    0.01% of the 13F portfolio, value $408,962.

    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 6,899 shares
    Change vs previous 13F +1,409 shares

    0.01% of the 13F portfolio, value $375,948.

    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 5,490 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $293,308.

    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).