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Dynamic Advisor Solutions LLC: DFSD position timeline

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

Dynamic Advisor Solutions LLC held 174,168 DFSD 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 174,168 shares
    Change vs previous 13F +726 shares

    0.24% of the 13F portfolio, value $8,316,513.

    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 173,442 shares
    Change vs previous 13F +3,773 shares

    0.26% of the 13F portfolio, value $8,304,385.

    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 169,669 shares
    Change vs previous 13F -84,288 shares

    0.26% of the 13F portfolio, value $8,135,650.

    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 253,957 shares
    Change vs previous 13F +5,777 shares

    0.36% of the 13F portfolio, value $12,238,190.

    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 248,180 shares
    Change vs previous 13F +8,984 shares

    0.37% of the 13F portfolio, value $11,915,132.

    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 239,196 shares
    Change vs previous 13F +3,192 shares

    0.37% of the 13F portfolio, value $11,366,585.

    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 236,004 shares
    Change vs previous 13F +5,081 shares

    0.48% of the 13F portfolio, value $11,063,872.

    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 230,923 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $11,024,256.

    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).