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Dynamic Advisor Solutions LLC: IQLT position timeline

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

Dynamic Advisor Solutions LLC held 141,796 IQLT 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 141,796 shares
    Change vs previous 13F +4,970 shares

    0.2% of the 13F portfolio, value $7,025,997.

    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 136,826 shares
    Change vs previous 13F -3,267 shares

    0.2% of the 13F portfolio, value $6,325,475.

    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 140,093 shares
    Change vs previous 13F -1,393 shares

    0.2% of the 13F portfolio, value $6,367,231.

    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 141,486 shares
    Change vs previous 13F +345 shares

    0.18% of the 13F portfolio, value $6,252,270.

    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 141,141 shares
    Change vs previous 13F +4,478 shares

    0.19% of the 13F portfolio, value $6,100,129.

    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 136,663 shares
    Change vs previous 13F +14,537 shares

    0.18% of the 13F portfolio, value $5,424,137.

    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 122,126 shares
    Change vs previous 13F -12,837 shares

    0.2% of the 13F portfolio, value $4,533,319.

    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 134,963 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,599,618.

    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).