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Dynamic Advisor Solutions LLC: EMR position timeline

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

Dynamic Advisor Solutions LLC held 72,039 EMR 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 72,039 shares
    Change vs previous 13F -14,604 shares

    0.29% of the 13F portfolio, value $10,312,442.

    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 86,643 shares
    Change vs previous 13F +19,376 shares

    0.36% of the 13F portfolio, value $11,351,975.

    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 67,267 shares
    Change vs previous 13F -1,041 shares

    0.29% of the 13F portfolio, value $8,927,714.

    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 68,308 shares
    Change vs previous 13F -521 shares

    0.26% of the 13F portfolio, value $8,960,599.

    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 68,829 shares
    Change vs previous 13F +579 shares

    0.28% of the 13F portfolio, value $9,176,923.

    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 68,250 shares
    Change vs previous 13F +2,177 shares

    0.25% of the 13F portfolio, value $7,482,960.

    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 66,073 shares
    Change vs previous 13F -3,212 shares

    0.35% of the 13F portfolio, value $8,188,416.

    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 69,285 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,577,667.

    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).