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Dynamic Advisor Solutions LLC: MSFT position timeline

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

Dynamic Advisor Solutions LLC held 124,487 MSFT 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 124,487 shares
    Change vs previous 13F -6,871 shares

    1.32% of the 13F portfolio, value $46,436,053.

    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 131,358 shares
    Change vs previous 13F -4,348 shares

    1.53% of the 13F portfolio, value $48,624,644.

    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 135,706 shares
    Change vs previous 13F -15,141 shares

    2.11% of the 13F portfolio, value $65,629,899.

    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 150,847 shares
    Change vs previous 13F +268 shares

    2.27% of the 13F portfolio, value $78,131,340.

    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 150,579 shares
    Change vs previous 13F -1,092 shares

    2.31% of the 13F portfolio, value $74,899,598.

    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 151,671 shares
    Change vs previous 13F -288 shares

    1.88% of the 13F portfolio, value $56,935,611.

    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 151,959 shares
    Change vs previous 13F -8,146 shares

    2.77% of the 13F portfolio, value $64,050,680.

    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 160,105 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $68,893,380.

    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).