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Dynamic Advisor Solutions LLC: PAUG position timeline

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

Dynamic Advisor Solutions LLC held 37,978 PAUG 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 37,978 shares
    Change vs previous 13F -2,366 shares

    0.05% of the 13F portfolio, value $1,733,316.

    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 40,344 shares
    Change vs previous 13F +13,254 shares

    0.05% of the 13F portfolio, value $1,723,496.

    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 27,090 shares
    Change vs previous 13F -4,162 shares

    0.04% of the 13F portfolio, value $1,171,643.

    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 31,252 shares
    Change vs previous 13F +12,143 shares

    0.04% of the 13F portfolio, value $1,327,272.

    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 19,109 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $773,150.

    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).