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Dynamic Advisor Solutions LLC: IJR position timeline

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

Dynamic Advisor Solutions LLC held 21,491 IJR 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 21,491 shares
    Change vs previous 13F -198 shares

    0.09% of the 13F portfolio, value $3,187,316.

    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 21,689 shares
    Change vs previous 13F -5,609 shares

    0.08% of the 13F portfolio, value $2,696,136.

    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 27,298 shares
    Change vs previous 13F +5,328 shares

    0.11% of the 13F portfolio, value $3,280,658.

    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 21,970 shares
    Change vs previous 13F -96,345 shares

    0.08% of the 13F portfolio, value $2,610,692.

    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 118,315 shares
    Change vs previous 13F -372 shares

    0.4% of the 13F portfolio, value $12,930,606.

    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 118,687 shares
    Change vs previous 13F -4,846 shares

    0.41% of the 13F portfolio, value $12,411,065.

    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 123,533 shares
    Change vs previous 13F -59,022 shares

    0.62% of the 13F portfolio, value $14,233,475.

    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 182,555 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $21,351,670.

    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).