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Dynamic Advisor Solutions LLC: FNDF position timeline

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

Dynamic Advisor Solutions LLC held 759,479 FNDF 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 759,479 shares
    Change vs previous 13F +34,356 shares

    1.14% of the 13F portfolio, value $40,070,110.

    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 725,123 shares
    Change vs previous 13F +244,084 shares

    1.12% of the 13F portfolio, value $35,480,247.

    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 ended2024-09-30
    13F 481,039 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $17,976,413.

    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).