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Dynamic Advisor Solutions LLC: JPST position timeline

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

Dynamic Advisor Solutions LLC held 654,851 JPST 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 654,851 shares
    Change vs previous 13F +51,708 shares

    0.94% of the 13F portfolio, value $33,115,821.

    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 603,143 shares
    Change vs previous 13F +4,329 shares

    0.96% of the 13F portfolio, value $30,525,061.

    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 598,814 shares
    Change vs previous 13F +27,997 shares

    0.97% of the 13F portfolio, value $30,293,998.

    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 570,817 shares
    Change vs previous 13F -13,604 shares

    0.84% of the 13F portfolio, value $28,957,533.

    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 584,421 shares
    Change vs previous 13F +48,285 shares

    0.91% of the 13F portfolio, value $29,618,451.

    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 536,136 shares
    Change vs previous 13F +250,034 shares

    0.89% of the 13F portfolio, value $27,144,559.

    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 286,102 shares
    Change vs previous 13F +11,155 shares

    0.62% of the 13F portfolio, value $14,410,949.

    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 274,947 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $13,950,827.

    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).