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Dynamic Advisor Solutions LLC: IYW position timeline

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

Dynamic Advisor Solutions LLC held 39,953 IYW 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 39,953 shares
    Change vs previous 13F -3,515 shares

    0.29% of the 13F portfolio, value $10,077,287.

    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 43,468 shares
    Change vs previous 13F +565 shares

    0.25% of the 13F portfolio, value $7,885,947.

    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 42,903 shares
    Change vs previous 13F -12,102 shares

    0.27% of the 13F portfolio, value $8,566,791.

    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 55,005 shares
    Change vs previous 13F +902 shares

    0.31% of the 13F portfolio, value $10,773,354.

    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 54,103 shares
    Change vs previous 13F +35,030 shares

    0.29% of the 13F portfolio, value $9,374,455.

    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 19,073 shares
    Change vs previous 13F +797 shares

    0.09% of the 13F portfolio, value $2,678,624.

    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 18,276 shares
    Change vs previous 13F +561 shares

    0.13% of the 13F portfolio, value $2,915,395.

    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 17,715 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,685,911.

    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).