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Dynamic Advisor Solutions LLC: FYLD position timeline

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

Dynamic Advisor Solutions LLC held 55,800 FYLD 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 55,800 shares
    Change vs previous 13F +1,318 shares

    0.06% of the 13F portfolio, value $2,036,135.

    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 54,482 shares
    Change vs previous 13F +290 shares

    0.06% of the 13F portfolio, value $2,034,101.

    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 54,192 shares
    Change vs previous 13F +1,724 shares

    0.06% of the 13F portfolio, value $1,760,707.

    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 52,468 shares
    Change vs previous 13F +464 shares

    0.05% of the 13F portfolio, value $1,636,478.

    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 52,004 shares
    Change vs previous 13F +1,943 shares

    0.05% of the 13F portfolio, value $1,520,585.

    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 50,061 shares
    Change vs previous 13F +1,407 shares

    0.04% of the 13F portfolio, value $1,348,145.

    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 48,654 shares
    Change vs previous 13F +2,367 shares

    0.05% of the 13F portfolio, value $1,226,577.

    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 46,287 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,289,097.

    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).