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Dynamic Advisor Solutions LLC: PPT position timeline

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

Dynamic Advisor Solutions LLC held 35,887 PPT 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 35,887 shares
    Change vs previous 13F +2,710 shares

    <0.01% of the 13F portfolio, value $125,245.

    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 33,177 shares
    Change vs previous 13F +5,153 shares

    <0.01% of the 13F portfolio, value $117,780.

    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 28,024 shares
    Change vs previous 13F -2,866 shares

    <0.01% of the 13F portfolio, value $99,204.

    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 30,890 shares
    Change vs previous 13F -192 shares

    <0.01% of the 13F portfolio, value $113,986.

    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 31,082 shares
    Change vs previous 13F -838 shares

    <0.01% of the 13F portfolio, value $114,072.

    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 31,920 shares
    Change vs previous 13F +2,003 shares

    <0.01% of the 13F portfolio, value $115,232.

    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 29,917 shares
    Change vs previous 13F +1,776 shares

    <0.01% of the 13F portfolio, value $106,504.

    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 28,141 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $104,966.

    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).