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Dynamic Advisor Solutions LLC: FREL position timeline

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

Dynamic Advisor Solutions LLC held 218,481 FREL 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 218,481 shares
    Change vs previous 13F +9,659 shares

    0.18% of the 13F portfolio, value $6,401,500.

    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 208,822 shares
    Change vs previous 13F +3,989 shares

    0.18% of the 13F portfolio, value $5,619,395.

    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 204,833 shares
    Change vs previous 13F -52,324 shares

    0.18% of the 13F portfolio, value $5,507,963.

    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 257,157 shares
    Change vs previous 13F +16,167 shares

    0.21% of the 13F portfolio, value $7,151,536.

    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 240,990 shares
    Change vs previous 13F +6,401 shares

    0.2% of the 13F portfolio, value $6,516,362.

    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 234,589 shares
    Change vs previous 13F +10,715 shares

    0.21% of the 13F portfolio, value $6,444,161.

    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 223,874 shares
    Change vs previous 13F -351 shares

    0.26% of the 13F portfolio, value $6,049,082.

    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 224,225 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,610,148.

    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).