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Dynamic Advisor Solutions LLC: ESGD position timeline

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

Dynamic Advisor Solutions LLC held 11,191 ESGD 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 11,191 shares
    Change vs previous 13F -1,457 shares

    0.03% of the 13F portfolio, value $1,150,567.

    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 12,648 shares
    Change vs previous 13F -1,100 shares

    0.04% of the 13F portfolio, value $1,209,421.

    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 13,748 shares
    Change vs previous 13F -11,595 shares

    0.04% of the 13F portfolio, value $1,307,291.

    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 25,343 shares
    Change vs previous 13F -1,539 shares

    0.07% of the 13F portfolio, value $2,356,350.

    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 26,882 shares
    Change vs previous 13F -4,999 shares

    0.07% of the 13F portfolio, value $2,398,371.

    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 31,881 shares
    Change vs previous 13F -19,608 shares

    0.09% of the 13F portfolio, value $2,604,362.

    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 51,489 shares
    Change vs previous 13F +1,577 shares

    0.17% of the 13F portfolio, value $3,920,376.

    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 49,912 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,201,101.

    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).