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Dynamic Advisor Solutions LLC: IUSV position timeline

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

Dynamic Advisor Solutions LLC held 101,192 IUSV 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 101,192 shares
    Change vs previous 13F +3,491 shares

    0.32% of the 13F portfolio, value $11,146,348.

    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 97,701 shares
    Change vs previous 13F +1,784 shares

    0.31% of the 13F portfolio, value $9,989,917.

    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 95,917 shares
    Change vs previous 13F -13,179 shares

    0.32% of the 13F portfolio, value $9,835,378.

    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 109,096 shares
    Change vs previous 13F +4,586 shares

    0.32% of the 13F portfolio, value $10,904,171.

    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 104,510 shares
    Change vs previous 13F +3,281 shares

    0.31% of the 13F portfolio, value $9,889,789.

    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 101,229 shares
    Change vs previous 13F +2,945 shares

    0.31% of the 13F portfolio, value $9,342,409.

    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 98,284 shares
    Change vs previous 13F -826 shares

    0.39% of the 13F portfolio, value $9,100,101.

    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 99,110 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $9,464,030.

    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).