Skip to content
Disclosery

Dynamic Advisor Solutions LLC: PEG position timeline

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

Dynamic Advisor Solutions LLC held 55,268 PEG 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 55,268 shares
    Change vs previous 13F +1,014 shares

    0.13% of the 13F portfolio, value $4,485,549.

    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 54,254 shares
    Change vs previous 13F +2,168 shares

    0.14% of the 13F portfolio, value $4,391,841.

    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 52,086 shares
    Change vs previous 13F +263 shares

    0.13% of the 13F portfolio, value $4,182,525.

    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 51,823 shares
    Change vs previous 13F +2,186 shares

    0.13% of the 13F portfolio, value $4,325,183.

    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 49,637 shares
    Change vs previous 13F +1,478 shares

    0.13% of the 13F portfolio, value $4,178,456.

    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 48,159 shares
    Change vs previous 13F +1,083 shares

    0.13% of the 13F portfolio, value $3,963,479.

    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 47,076 shares
    Change vs previous 13F +2,803 shares

    0.17% of the 13F portfolio, value $3,977,457.

    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 44,273 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,949,588.

    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).