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Dynamic Advisor Solutions LLC: PEY position timeline

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

Dynamic Advisor Solutions LLC held 16,769 PEY 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 16,769 shares
    Change vs previous 13F -277 shares

    0.01% of the 13F portfolio, value $388,697.

    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 17,046 shares
    Change vs previous 13F -2,909 shares

    0.01% of the 13F portfolio, value $365,097.

    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 19,955 shares
    Change vs previous 13F -506 shares

    0.01% of the 13F portfolio, value $406,798.

    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 20,461 shares
    Change vs previous 13F -3,361 shares

    0.01% of the 13F portfolio, value $431,050.

    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 23,822 shares
    Change vs previous 13F +536 shares

    0.02% of the 13F portfolio, value $486,197.

    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 23,286 shares
    Change vs previous 13F -1,303 shares

    0.02% of the 13F portfolio, value $499,951.

    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 24,589 shares
    Change vs previous 13F -225,935 shares

    0.02% of the 13F portfolio, value $522,765.

    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 250,524 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,493,991.

    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).