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Dynamic Advisor Solutions LLC: IGPT position timeline

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

Dynamic Advisor Solutions LLC held 20,922 IGPT 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 20,922 shares
    Change vs previous 13F -1,932 shares

    0.06% of the 13F portfolio, value $2,177,980.

    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 22,854 shares
    Change vs previous 13F -3,995 shares

    0.04% of the 13F portfolio, value $1,326,995.

    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 26,849 shares
    Change vs previous 13F -1,469 shares

    0.05% of the 13F portfolio, value $1,596,710.

    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 28,318 shares
    Change vs previous 13F +2,693 shares

    0.04% of the 13F portfolio, value $1,530,022.

    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 25,625 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,259,341.

    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).