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Dynamic Advisor Solutions LLC: HDEF position timeline

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

Dynamic Advisor Solutions LLC held 74,970 HDEF 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 74,970 shares
    Change vs previous 13F +5,175 shares

    0.07% of the 13F portfolio, value $2,409,523.

    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 69,795 shares
    Change vs previous 13F +2,724 shares

    0.07% of the 13F portfolio, value $2,262,048.

    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 67,071 shares
    Change vs previous 13F -11,522 shares

    0.07% of the 13F portfolio, value $2,078,523.

    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 78,593 shares
    Change vs previous 13F +4,873 shares

    0.07% of the 13F portfolio, value $2,312,211.

    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 73,720 shares
    Change vs previous 13F -2,920 shares

    0.07% of the 13F portfolio, value $2,127,572.

    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 76,640 shares
    Change vs previous 13F -748 shares

    0.07% of the 13F portfolio, value $2,080,002.

    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 77,388 shares
    Change vs previous 13F +4,330 shares

    0.08% of the 13F portfolio, value $1,879,760.

    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 73,058 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,964,538.

    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).