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Dynamic Advisor Solutions LLC: META position timeline

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

Dynamic Advisor Solutions LLC held 41,064 META 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 41,064 shares
    Change vs previous 13F +235 shares

    0.66% of the 13F portfolio, value $23,131,125.

    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 40,829 shares
    Change vs previous 13F +643 shares

    0.74% of the 13F portfolio, value $23,359,528.

    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 40,186 shares
    Change vs previous 13F +1,195 shares

    0.85% of the 13F portfolio, value $26,526,199.

    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 38,991 shares
    Change vs previous 13F +184 shares

    0.83% of the 13F portfolio, value $28,634,359.

    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 38,807 shares
    Change vs previous 13F +2,482 shares

    0.88% of the 13F portfolio, value $28,643,298.

    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 36,325 shares
    Change vs previous 13F +3,199 shares

    0.69% of the 13F portfolio, value $20,936,417.

    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 33,126 shares
    Change vs previous 13F -3,418 shares

    0.84% of the 13F portfolio, value $19,395,779.

    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 36,544 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $20,919,122.

    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).