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Dynamic Advisor Solutions LLC: ITOT position timeline

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

Dynamic Advisor Solutions LLC held 25,482 ITOT 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 25,482 shares
    Change vs previous 13F +5,831 shares

    0.12% of the 13F portfolio, value $4,185,875.

    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 19,651 shares
    Change vs previous 13F +6,798 shares

    0.09% of the 13F portfolio, value $2,798,910.

    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 12,853 shares
    Change vs previous 13F -432 shares

    0.06% of the 13F portfolio, value $1,911,064.

    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 13,285 shares
    Change vs previous 13F +448 shares

    0.06% of the 13F portfolio, value $1,934,996.

    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 12,837 shares
    Change vs previous 13F +1,886 shares

    0.05% of the 13F portfolio, value $1,733,529.

    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 10,951 shares
    Change vs previous 13F +1,389 shares

    0.04% of the 13F portfolio, value $1,336,097.

    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 9,562 shares
    Change vs previous 13F -36,762 shares

    0.05% of the 13F portfolio, value $1,229,843.

    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 46,324 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,819,259.

    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).