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Dynamic Advisor Solutions LLC: PEP position timeline

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

Dynamic Advisor Solutions LLC held 60,561 PEP 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 60,561 shares
    Change vs previous 13F +877 shares

    0.23% of the 13F portfolio, value $8,199,939.

    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 59,684 shares
    Change vs previous 13F +723 shares

    0.29% of the 13F portfolio, value $9,268,260.

    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 58,961 shares
    Change vs previous 13F -69 shares

    0.27% of the 13F portfolio, value $8,462,043.

    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 59,030 shares
    Change vs previous 13F +1,769 shares

    0.24% of the 13F portfolio, value $8,290,116.

    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 57,261 shares
    Change vs previous 13F +2,104 shares

    0.23% of the 13F portfolio, value $7,560,753.

    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 55,157 shares
    Change vs previous 13F +7,785 shares

    0.27% of the 13F portfolio, value $8,270,213.

    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 47,372 shares
    Change vs previous 13F -1,407 shares

    0.31% of the 13F portfolio, value $7,203,338.

    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 48,779 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $8,294,862.

    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).