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Dynamic Advisor Solutions LLC: ORCL position timeline

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

Dynamic Advisor Solutions LLC held 17,689 ORCL 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 17,689 shares
    Change vs previous 13F +64 shares

    0.07% of the 13F portfolio, value $2,592,270.

    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 17,625 shares
    Change vs previous 13F +2,300 shares

    0.08% of the 13F portfolio, value $2,592,793.

    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 15,325 shares
    Change vs previous 13F +153 shares

    0.1% of the 13F portfolio, value $2,987,049.

    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 15,172 shares
    Change vs previous 13F -1,301 shares

    0.12% of the 13F portfolio, value $4,266,944.

    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 16,473 shares
    Change vs previous 13F +342 shares

    0.11% of the 13F portfolio, value $3,601,455.

    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 16,131 shares
    Change vs previous 13F +557 shares

    0.07% of the 13F portfolio, value $2,255,289.

    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 15,574 shares
    Change vs previous 13F -3,465 shares

    0.11% of the 13F portfolio, value $2,595,280.

    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 19,039 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,244,206.

    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).