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Dynamic Advisor Solutions LLC: ET position timeline

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

Dynamic Advisor Solutions LLC held 98,868 ET 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 98,868 shares
    Change vs previous 13F +25,420 shares

    0.05% of the 13F portfolio, value $1,890,356.

    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 73,448 shares
    Change vs previous 13F +18,311 shares

    0.04% of the 13F portfolio, value $1,417,556.

    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 55,137 shares
    Change vs previous 13F -106,315 shares

    0.03% of the 13F portfolio, value $909,215.

    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 161,452 shares
    Change vs previous 13F +16,602 shares

    0.08% of the 13F portfolio, value $2,770,520.

    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 144,850 shares
    Change vs previous 13F +18,107 shares

    0.08% of the 13F portfolio, value $2,626,124.

    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 126,743 shares
    Change vs previous 13F -14,040 shares

    0.08% of the 13F portfolio, value $2,356,148.

    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 140,783 shares
    Change vs previous 13F +3,123 shares

    0.12% of the 13F portfolio, value $2,757,931.

    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 137,660 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,209,449.

    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).