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Dynamic Advisor Solutions LLC: JAAA position timeline

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

Dynamic Advisor Solutions LLC held 44,448 JAAA 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 44,448 shares
    Change vs previous 13F +9,223 shares

    0.06% of the 13F portfolio, value $2,244,157.

    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 35,225 shares
    Change vs previous 13F +5,053 shares

    0.06% of the 13F portfolio, value $1,774,304.

    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 30,172 shares
    Change vs previous 13F -20,522 shares

    0.05% of the 13F portfolio, value $1,526,109.

    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 50,694 shares
    Change vs previous 13F +6,863 shares

    0.07% of the 13F portfolio, value $2,574,240.

    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 43,831 shares
    Change vs previous 13F +12,924 shares

    0.07% of the 13F portfolio, value $2,224,418.

    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 30,907 shares
    Change vs previous 13F -45,664 shares

    0.05% of the 13F portfolio, value $1,567,297.

    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 76,571 shares
    Change vs previous 13F +7,473 shares

    0.17% of the 13F portfolio, value $3,882,937.

    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 69,098 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,515,703.

    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).