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Dynamic Advisor Solutions LLC: IVV position timeline

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

Dynamic Advisor Solutions LLC held 15,560 IVV 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 15,560 shares
    Change vs previous 13F -34,010 shares

    0.33% of the 13F portfolio, value $11,652,650.

    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 49,570 shares
    Change vs previous 13F +1,829 shares

    1.02% of the 13F portfolio, value $32,379,823.

    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 47,741 shares
    Change vs previous 13F -11,530 shares

    1.05% of the 13F portfolio, value $32,699,942.

    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 59,271 shares
    Change vs previous 13F +4,017 shares

    1.15% of the 13F portfolio, value $39,669,818.

    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 55,254 shares
    Change vs previous 13F +3,833 shares

    1.06% of the 13F portfolio, value $34,306,907.

    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 51,421 shares
    Change vs previous 13F +1,533 shares

    0.95% of the 13F portfolio, value $28,893,576.

    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 49,888 shares
    Change vs previous 13F -76,821 shares

    1.27% of the 13F portfolio, value $29,367,835.

    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 126,709 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $73,088,545.

    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).