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Dynamic Advisor Solutions LLC: IEI position timeline

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

Dynamic Advisor Solutions LLC held 44,300 IEI 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 44,300 shares
    Change vs previous 13F -139 shares

    0.15% of the 13F portfolio, value $5,203,061.

    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 44,439 shares
    Change vs previous 13F +1,557 shares

    0.17% of the 13F portfolio, value $5,270,522.

    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 42,882 shares
    Change vs previous 13F -616 shares

    0.16% of the 13F portfolio, value $5,117,983.

    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 43,498 shares
    Change vs previous 13F +3,065 shares

    0.15% of the 13F portfolio, value $5,198,457.

    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 40,433 shares
    Change vs previous 13F -2,084 shares

    0.15% of the 13F portfolio, value $4,815,182.

    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 42,517 shares
    Change vs previous 13F -82 shares

    0.17% of the 13F portfolio, value $5,022,785.

    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 42,599 shares
    Change vs previous 13F +2,785 shares

    0.21% of the 13F portfolio, value $4,922,268.

    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 39,814 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,761,962.

    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).