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Dynamic Advisor Solutions LLC: EPD position timeline

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

Dynamic Advisor Solutions LLC held 58,898 EPD 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 58,898 shares
    Change vs previous 13F -5,816 shares

    0.06% of the 13F portfolio, value $2,165,077.

    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 64,714 shares
    Change vs previous 13F +5,220 shares

    0.08% of the 13F portfolio, value $2,448,765.

    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 59,494 shares
    Change vs previous 13F -35,097 shares

    0.06% of the 13F portfolio, value $1,907,392.

    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 94,591 shares
    Change vs previous 13F +2,937 shares

    0.09% of the 13F portfolio, value $2,957,868.

    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 91,654 shares
    Change vs previous 13F -7,436 shares

    0.09% of the 13F portfolio, value $2,842,187.

    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 99,090 shares
    Change vs previous 13F -150 shares

    0.11% of the 13F portfolio, value $3,382,947.

    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 99,240 shares
    Change vs previous 13F +655 shares

    0.13% of the 13F portfolio, value $3,112,158.

    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 98,585 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,869,811.

    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).