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Dynamic Advisor Solutions LLC: O position timeline

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

Dynamic Advisor Solutions LLC held 21,399 O 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 21,399 shares
    Change vs previous 13F +421 shares

    0.04% of the 13F portfolio, value $1,325,866.

    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 20,978 shares
    Change vs previous 13F +3,225 shares

    0.04% of the 13F portfolio, value $1,283,435.

    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 17,753 shares
    Change vs previous 13F -10,168 shares

    0.03% of the 13F portfolio, value $1,000,709.

    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 27,921 shares
    Change vs previous 13F +2,060 shares

    0.05% of the 13F portfolio, value $1,697,308.

    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 25,861 shares
    Change vs previous 13F +534 shares

    0.05% of the 13F portfolio, value $1,489,856.

    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 25,327 shares
    Change vs previous 13F +1,582 shares

    0.05% of the 13F portfolio, value $1,469,203.

    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 23,745 shares
    Change vs previous 13F +4,371 shares

    0.05% of the 13F portfolio, value $1,268,203.

    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 19,374 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,228,677.

    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).