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Dynamic Advisor Solutions LLC: PFE position timeline

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

Dynamic Advisor Solutions LLC held 60,225 PFE 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 60,225 shares
    Change vs previous 13F -6,286 shares

    0.04% of the 13F portfolio, value $1,450,214.

    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 66,511 shares
    Change vs previous 13F +968 shares

    0.06% of the 13F portfolio, value $1,867,636.

    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 65,543 shares
    Change vs previous 13F -1,664 shares

    0.05% of the 13F portfolio, value $1,632,016.

    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 67,207 shares
    Change vs previous 13F +6,302 shares

    0.05% of the 13F portfolio, value $1,712,441.

    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 60,905 shares
    Change vs previous 13F -16,695 shares

    0.05% of the 13F portfolio, value $1,476,343.

    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 77,600 shares
    Change vs previous 13F -8,236 shares

    0.06% of the 13F portfolio, value $1,966,379.

    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 85,836 shares
    Change vs previous 13F -17,542 shares

    0.1% of the 13F portfolio, value $2,277,237.

    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 103,378 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,991,748.

    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).