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Dynamic Advisor Solutions LLC: DYNF position timeline

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

Dynamic Advisor Solutions LLC held 78,369 DYNF 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 78,369 shares
    Change vs previous 13F +3,908 shares

    0.15% of the 13F portfolio, value $5,329,909.

    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 74,461 shares
    Change vs previous 13F +6,987 shares

    0.14% of the 13F portfolio, value $4,332,157.

    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 67,474 shares
    Change vs previous 13F +11,486 shares

    0.13% of the 13F portfolio, value $4,103,117.

    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 55,988 shares
    Change vs previous 13F +7,618 shares

    0.1% of the 13F portfolio, value $3,314,489.

    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 48,370 shares
    Change vs previous 13F +32,076 shares

    0.08% of the 13F portfolio, value $2,634,220.

    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 16,294 shares
    Change vs previous 13F +1,664 shares

    0.03% of the 13F portfolio, value $794,488.

    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 14,630 shares
    Change vs previous 13F +3,591 shares

    0.03% of the 13F portfolio, value $749,812.

    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 11,039 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $546,104.

    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).