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Dynamic Advisor Solutions LLC: ICVT position timeline

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

Dynamic Advisor Solutions LLC held 4,546 ICVT 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 4,546 shares
    Change vs previous 13F -847 shares

    0.02% of the 13F portfolio, value $553,421.

    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 5,393 shares
    Change vs previous 13F -7,721 shares

    0.02% of the 13F portfolio, value $549,003.

    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 13,114 shares
    Change vs previous 13F -41,632 shares

    0.04% of the 13F portfolio, value $1,291,750.

    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 54,746 shares
    Change vs previous 13F -846 shares

    0.16% of the 13F portfolio, value $5,477,378.

    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 55,592 shares
    Change vs previous 13F +3,649 shares

    0.15% of the 13F portfolio, value $5,008,871.

    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 51,943 shares
    Change vs previous 13F -2,237 shares

    0.14% of the 13F portfolio, value $4,342,927.

    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 54,180 shares
    Change vs previous 13F +6,562 shares

    0.2% of the 13F portfolio, value $4,603,635.

    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 47,618 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,984,221.

    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).