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Dynamic Advisor Solutions LLC: HD position timeline

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

Dynamic Advisor Solutions LLC held 46,678 HD 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 46,678 shares
    Change vs previous 13F +1,119 shares

    0.47% of the 13F portfolio, value $16,462,492.

    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 45,559 shares
    Change vs previous 13F +3,101 shares

    0.47% of the 13F portfolio, value $14,983,913.

    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 42,458 shares
    Change vs previous 13F -3,458 shares

    0.47% of the 13F portfolio, value $14,609,770.

    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 45,916 shares
    Change vs previous 13F +1,305 shares

    0.54% of the 13F portfolio, value $18,604,660.

    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 44,611 shares
    Change vs previous 13F +1,848 shares

    0.51% of the 13F portfolio, value $16,356,231.

    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 42,763 shares
    Change vs previous 13F +1,973 shares

    0.52% of the 13F portfolio, value $15,672,149.

    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 40,790 shares
    Change vs previous 13F -993 shares

    0.69% of the 13F portfolio, value $15,866,717.

    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 41,783 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $16,930,459.

    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).