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Dynamic Advisor Solutions LLC: EVSD position timeline

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

Dynamic Advisor Solutions LLC held 53,018 EVSD 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 53,018 shares
    Change vs previous 13F +16,179 shares

    0.08% of the 13F portfolio, value $2,696,228.

    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 36,839 shares
    Change vs previous 13F +10,837 shares

    0.06% of the 13F portfolio, value $1,876,579.

    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 26,002 shares
    Change vs previous 13F +10,527 shares

    0.04% of the 13F portfolio, value $1,337,639.

    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 15,475 shares
    Change vs previous 13F +8,412 shares

    0.02% of the 13F portfolio, value $795,492.

    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 7,063 shares
    Change vs previous 13F +1,790 shares

    0.01% of the 13F portfolio, value $361,131.

    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 5,273 shares
    Change vs previous 13F -30 shares

    0.01% of the 13F portfolio, value $267,657.

    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 5,303 shares
    Change vs previous 13F -426 shares

    0.01% of the 13F portfolio, value $267,642.

    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 5,729 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $291,778.

    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).