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Dynamic Advisor Solutions LLC: HFXI position timeline

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

Dynamic Advisor Solutions LLC held 12,963 HFXI 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 12,963 shares
    Change vs previous 13F +2,120 shares

    0.01% of the 13F portfolio, value $493,761.

    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 10,843 shares
    Change vs previous 13F -933 shares

    0.01% of the 13F portfolio, value $364,110.

    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 11,776 shares
    Change vs previous 13F +508 shares

    0.01% of the 13F portfolio, value $382,122.

    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 11,268 shares
    Change vs previous 13F -336 shares

    0.01% of the 13F portfolio, value $349,435.

    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 11,604 shares
    Change vs previous 13F -151 shares

    0.01% of the 13F portfolio, value $341,965.

    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 11,755 shares
    Change vs previous 13F -143 shares

    0.01% of the 13F portfolio, value $323,501.

    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 11,898 shares
    Change vs previous 13F +366 shares

    0.01% of the 13F portfolio, value $310,072.

    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 11,532 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $318,739.

    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).