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Dynamic Advisor Solutions LLC: DGRO position timeline

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

Dynamic Advisor Solutions LLC held 220,075 DGRO 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 220,075 shares
    Change vs previous 13F +6,831 shares

    0.47% of the 13F portfolio, value $16,679,521.

    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 213,244 shares
    Change vs previous 13F +9,730 shares

    0.47% of the 13F portfolio, value $14,965,465.

    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 203,514 shares
    Change vs previous 13F +3,549 shares

    0.45% of the 13F portfolio, value $14,127,960.

    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 199,965 shares
    Change vs previous 13F -31,370 shares

    0.4% of the 13F portfolio, value $13,613,641.

    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 231,335 shares
    Change vs previous 13F +3,495 shares

    0.46% of the 13F portfolio, value $14,791,537.

    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 227,840 shares
    Change vs previous 13F -4,895 shares

    0.46% of the 13F portfolio, value $14,075,950.

    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 232,735 shares
    Change vs previous 13F -2,171 shares

    0.62% of the 13F portfolio, value $14,275,981.

    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 234,906 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $14,726,247.

    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).