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Dynamic Advisor Solutions LLC: FVAL position timeline

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

Dynamic Advisor Solutions LLC held 331,727 FVAL 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 331,727 shares
    Change vs previous 13F +36,428 shares

    0.74% of the 13F portfolio, value $25,852,913.

    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 295,299 shares
    Change vs previous 13F +5,062 shares

    0.65% of the 13F portfolio, value $20,493,783.

    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 290,237 shares
    Change vs previous 13F +110,322 shares

    0.67% of the 13F portfolio, value $20,975,454.

    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 179,915 shares
    Change vs previous 13F +1,693 shares

    0.36% of the 13F portfolio, value $12,390,754.

    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 178,222 shares
    Change vs previous 13F +4,321 shares

    0.35% of the 13F portfolio, value $11,383,044.

    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 173,901 shares
    Change vs previous 13F +13,150 shares

    0.34% of the 13F portfolio, value $10,362,771.

    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 160,751 shares
    Change vs previous 13F -2,672 shares

    0.43% of the 13F portfolio, value $9,889,894.

    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 163,423 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $9,903,414.

    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).