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Dynamic Advisor Solutions LLC: GEV position timeline

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

Dynamic Advisor Solutions LLC held 8,366 GEV 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 8,366 shares
    Change vs previous 13F -117 shares

    0.28% of the 13F portfolio, value $9,828,688.

    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 8,483 shares
    Change vs previous 13F +156 shares

    0.23% of the 13F portfolio, value $7,404,456.

    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 8,327 shares
    Change vs previous 13F -264 shares

    0.17% of the 13F portfolio, value $5,442,526.

    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 8,591 shares
    Change vs previous 13F +284 shares

    0.15% of the 13F portfolio, value $5,282,420.

    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 8,307 shares
    Change vs previous 13F -354 shares

    0.14% of the 13F portfolio, value $4,395,441.

    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 8,661 shares
    Change vs previous 13F +4,429 shares

    0.09% of the 13F portfolio, value $2,643,880.

    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 4,232 shares
    Change vs previous 13F -396 shares

    0.06% of the 13F portfolio, value $1,391,867.

    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 4,628 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,179,920.

    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).