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Dynamic Advisor Solutions LLC: FPE position timeline

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

Dynamic Advisor Solutions LLC held 94,512 FPE 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 94,512 shares
    Change vs previous 13F +9,085 shares

    0.05% of the 13F portfolio, value $1,689,875.

    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 85,427 shares
    Change vs previous 13F +1,128 shares

    0.05% of the 13F portfolio, value $1,516,329.

    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 84,299 shares
    Change vs previous 13F -2,312 shares

    0.05% of the 13F portfolio, value $1,535,926.

    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 86,611 shares
    Change vs previous 13F +653 shares

    0.05% of the 13F portfolio, value $1,579,789.

    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 85,958 shares
    Change vs previous 13F -1,041 shares

    0.05% of the 13F portfolio, value $1,530,049.

    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 86,999 shares
    Change vs previous 13F +1,016 shares

    0.05% of the 13F portfolio, value $1,530,315.

    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 85,983 shares
    Change vs previous 13F +1,754 shares

    0.07% of the 13F portfolio, value $1,521,893.

    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 84,229 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,524,548.

    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).