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Dynamic Advisor Solutions LLC: IAGG position timeline

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

Dynamic Advisor Solutions LLC held 65,532 IAGG 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 65,532 shares
    Change vs previous 13F +1,081 shares

    0.09% of the 13F portfolio, value $3,315,912.

    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 64,451 shares
    Change vs previous 13F +4,912 shares

    0.1% of the 13F portfolio, value $3,225,134.

    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 59,539 shares
    Change vs previous 13F -81,151 shares

    0.1% of the 13F portfolio, value $2,977,540.

    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 140,690 shares
    Change vs previous 13F +15,945 shares

    0.21% of the 13F portfolio, value $7,207,574.

    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 124,745 shares
    Change vs previous 13F +10,016 shares

    0.2% of the 13F portfolio, value $6,373,214.

    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 114,729 shares
    Change vs previous 13F +12,925 shares

    0.19% of the 13F portfolio, value $5,735,292.

    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 101,804 shares
    Change vs previous 13F +6,299 shares

    0.22% of the 13F portfolio, value $5,082,056.

    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 95,505 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,949,066.

    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).