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Dynamic Advisor Solutions LLC: FUTY position timeline

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

Dynamic Advisor Solutions LLC held 21,247 FUTY 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 21,247 shares
    Change vs previous 13F +1,620 shares

    0.04% of the 13F portfolio, value $1,241,260.

    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 19,627 shares
    Change vs previous 13F +919 shares

    0.04% of the 13F portfolio, value $1,159,353.

    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 18,708 shares
    Change vs previous 13F -29,031 shares

    0.03% of the 13F portfolio, value $1,033,034.

    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 47,739 shares
    Change vs previous 13F +4,326 shares

    0.08% of the 13F portfolio, value $2,695,818.

    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 43,413 shares
    Change vs previous 13F -542 shares

    0.07% of the 13F portfolio, value $2,283,541.

    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 43,955 shares
    Change vs previous 13F -1,190 shares

    0.07% of the 13F portfolio, value $2,239,512.

    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 45,145 shares
    Change vs previous 13F -274 shares

    0.1% of the 13F portfolio, value $2,201,700.

    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 45,419 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,353,621.

    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).