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Dynamic Advisor Solutions LLC: JEPI position timeline

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

Dynamic Advisor Solutions LLC held 208,492 JEPI 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 208,492 shares
    Change vs previous 13F -25,469 shares

    0.34% of the 13F portfolio, value $11,775,634.

    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 233,961 shares
    Change vs previous 13F +82,069 shares

    0.42% of the 13F portfolio, value $13,260,889.

    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 151,892 shares
    Change vs previous 13F -81,644 shares

    0.28% of the 13F portfolio, value $8,694,306.

    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 233,536 shares
    Change vs previous 13F -9,995 shares

    0.39% of the 13F portfolio, value $13,334,915.

    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 243,531 shares
    Change vs previous 13F +3,910 shares

    0.43% of the 13F portfolio, value $13,844,750.

    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 239,621 shares
    Change vs previous 13F +68,011 shares

    0.45% of the 13F portfolio, value $13,691,936.

    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 171,610 shares
    Change vs previous 13F -13,347 shares

    0.43% of the 13F portfolio, value $9,872,712.

    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 184,957 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $11,006,817.

    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).