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Dynamic Advisor Solutions LLC: IYT position timeline

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

Dynamic Advisor Solutions LLC held 0 IYT shares at 2025-06-30 per its 13F-HR filed 2025-07-09.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -5,201 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 5,201 shares
    Change vs previous 13F -21,076 shares

    0.01% of the 13F portfolio, value $333,020.

    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).

  3. period ended2024-12-31
    13F 26,277 shares
    Change vs previous 13F +11,637 shares

    0.08% of the 13F portfolio, value $1,775,537.

    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).

  4. period ended2024-09-30
    13F 14,640 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,008,842.

    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).