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Dynamic Advisor Solutions LLC: IWD position timeline

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

Dynamic Advisor Solutions LLC held 11,392 IWD 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 11,392 shares
    Change vs previous 13F -77 shares

    0.08% of the 13F portfolio, value $2,761,742.

    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 11,469 shares
    Change vs previous 13F -333 shares

    0.08% of the 13F portfolio, value $2,450,562.

    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 11,802 shares
    Change vs previous 13F -1,737 shares

    0.08% of the 13F portfolio, value $2,482,429.

    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 13,539 shares
    Change vs previous 13F -19,233 shares

    0.08% of the 13F portfolio, value $2,756,431.

    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 32,772 shares
    Change vs previous 13F -100,331 shares

    0.2% of the 13F portfolio, value $6,365,387.

    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 133,103 shares
    Change vs previous 13F -291 shares

    0.83% of the 13F portfolio, value $25,044,600.

    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 133,394 shares
    Change vs previous 13F -280 shares

    1.07% of the 13F portfolio, value $24,695,142.

    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 133,674 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $25,371,351.

    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).