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Dynamic Advisor Solutions LLC: JPIE position timeline

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

Dynamic Advisor Solutions LLC held 47,177 JPIE 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 47,177 shares
    Change vs previous 13F +3,755 shares

    0.06% of the 13F portfolio, value $2,172,501.

    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 43,422 shares
    Change vs previous 13F +2,716 shares

    0.06% of the 13F portfolio, value $2,000,452.

    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 40,706 shares
    Change vs previous 13F +4,407 shares

    0.06% of the 13F portfolio, value $1,884,281.

    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 36,299 shares
    Change vs previous 13F +8,057 shares

    0.05% of the 13F portfolio, value $1,684,637.

    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 28,242 shares
    Change vs previous 13F +8,044 shares

    0.04% of the 13F portfolio, value $1,308,169.

    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 20,198 shares
    Change vs previous 13F +8,251 shares

    0.03% of the 13F portfolio, value $930,522.

    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 11,947 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $545,022.

    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).