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Dynamic Advisor Solutions LLC: ESGU position timeline

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

Dynamic Advisor Solutions LLC held 9,322 ESGU 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 9,322 shares
    Change vs previous 13F -30 shares

    0.04% of the 13F portfolio, value $1,525,732.

    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 9,352 shares
    Change vs previous 13F -532 shares

    0.04% of the 13F portfolio, value $1,322,559.

    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 9,884 shares
    Change vs previous 13F -15,452 shares

    0.05% of the 13F portfolio, value $1,472,544.

    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 25,336 shares
    Change vs previous 13F -1,507 shares

    0.11% of the 13F portfolio, value $3,688,930.

    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 26,843 shares
    Change vs previous 13F -5,017 shares

    0.11% of the 13F portfolio, value $3,631,919.

    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 31,860 shares
    Change vs previous 13F -18,169 shares

    0.13% of the 13F portfolio, value $3,884,036.

    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 50,029 shares
    Change vs previous 13F -3,398 shares

    0.28% of the 13F portfolio, value $6,444,726.

    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 53,427 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,741,393.

    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).