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Dynamic Advisor Solutions LLC: DUHP position timeline

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

Dynamic Advisor Solutions LLC held 235,557 DUHP 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 235,557 shares
    Change vs previous 13F -6,248 shares

    0.28% of the 13F portfolio, value $9,829,778.

    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 241,805 shares
    Change vs previous 13F +5,640 shares

    0.28% of the 13F portfolio, value $8,888,752.

    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 236,165 shares
    Change vs previous 13F -146,389 shares

    0.29% of the 13F portfolio, value $8,981,350.

    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 382,554 shares
    Change vs previous 13F +15,495 shares

    0.42% of the 13F portfolio, value $14,449,083.

    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 367,059 shares
    Change vs previous 13F +10,897 shares

    0.4% of the 13F portfolio, value $13,052,635.

    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 356,162 shares
    Change vs previous 13F +16,557 shares

    0.39% of the 13F portfolio, value $11,803,213.

    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 339,605 shares
    Change vs previous 13F +26,066 shares

    0.5% of the 13F portfolio, value $11,475,265.

    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 313,539 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $10,682,279.

    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).