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Dynamic Advisor Solutions LLC: ESGE position timeline

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

Dynamic Advisor Solutions LLC held 39,969 ESGE 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 39,969 shares
    Change vs previous 13F -2,376 shares

    0.06% of the 13F portfolio, value $2,185,904.

    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 42,345 shares
    Change vs previous 13F -926 shares

    0.06% of the 13F portfolio, value $1,925,412.

    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 43,271 shares
    Change vs previous 13F +1,760 shares

    0.06% of the 13F portfolio, value $1,911,270.

    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 41,511 shares
    Change vs previous 13F -1,704 shares

    0.05% of the 13F portfolio, value $1,802,406.

    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 43,215 shares
    Change vs previous 13F -3,384 shares

    0.05% of the 13F portfolio, value $1,692,730.

    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 46,599 shares
    Change vs previous 13F -24,214 shares

    0.05% of the 13F portfolio, value $1,628,631.

    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 70,813 shares
    Change vs previous 13F -144 shares

    0.1% of the 13F portfolio, value $2,364,430.

    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 70,957 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,583,532.

    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).