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Dynamic Advisor Solutions LLC: DUK position timeline

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

Dynamic Advisor Solutions LLC held 56,612 DUK 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 56,612 shares
    Change vs previous 13F +2,166 shares

    0.2% of the 13F portfolio, value $7,165,900.

    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 54,446 shares
    Change vs previous 13F +23,770 shares

    0.22% of the 13F portfolio, value $7,129,162.

    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 30,676 shares
    Change vs previous 13F -1,780 shares

    0.12% of the 13F portfolio, value $3,595,558.

    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 32,456 shares
    Change vs previous 13F +773 shares

    0.12% of the 13F portfolio, value $4,016,436.

    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 31,683 shares
    Change vs previous 13F +6,095 shares

    0.12% of the 13F portfolio, value $3,738,555.

    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 25,588 shares
    Change vs previous 13F +866 shares

    0.1% of the 13F portfolio, value $3,120,911.

    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 24,722 shares
    Change vs previous 13F -1,722 shares

    0.12% of the 13F portfolio, value $2,663,578.

    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 26,444 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,048,959.

    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).