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Dynamic Advisor Solutions LLC: GTO position timeline

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

Dynamic Advisor Solutions LLC held 700,663 GTO 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 700,663 shares
    Change vs previous 13F +84,148 shares

    0.93% of the 13F portfolio, value $32,840,064.

    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 616,515 shares
    Change vs previous 13F +23,811 shares

    0.91% of the 13F portfolio, value $28,871,401.

    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 592,704 shares
    Change vs previous 13F -28,888 shares

    0.9% of the 13F portfolio, value $28,106,002.

    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 621,592 shares
    Change vs previous 13F +22,827 shares

    0.86% of the 13F portfolio, value $29,531,827.

    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 598,765 shares
    Change vs previous 13F +16,920 shares

    0.87% of the 13F portfolio, value $28,076,068.

    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 581,845 shares
    Change vs previous 13F +20,018 shares

    0.9% of the 13F portfolio, value $27,306,003.

    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 561,827 shares
    Change vs previous 13F +20,772 shares

    1.13% of the 13F portfolio, value $26,068,767.

    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 541,055 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $26,132,966.

    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).