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Dynamic Advisor Solutions LLC: LVHI position timeline

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

Dynamic Advisor Solutions LLC held 57,101 LVHI 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 57,101 shares
    Change vs previous 13F +425 shares

    0.07% of the 13F portfolio, value $2,317,450.

    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 56,676 shares
    Change vs previous 13F -53 shares

    0.07% of the 13F portfolio, value $2,297,646.

    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 56,729 shares
    Change vs previous 13F -3,527 shares

    0.07% of the 13F portfolio, value $2,088,764.

    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 60,256 shares
    Change vs previous 13F +18,914 shares

    0.06% of the 13F portfolio, value $2,093,887.

    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 41,342 shares
    Change vs previous 13F +6,860 shares

    0.04% of the 13F portfolio, value $1,345,679.

    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 34,482 shares
    Change vs previous 13F +4,903 shares

    0.04% of the 13F portfolio, value $1,116,192.

    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 29,579 shares
    Change vs previous 13F +306 shares

    0.04% of the 13F portfolio, value $902,753.

    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 29,273 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $909,790.

    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).