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Dynamic Advisor Solutions LLC: PRFZ position timeline

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

Dynamic Advisor Solutions LLC held 161,405 PRFZ 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 161,405 shares
    Change vs previous 13F +13,861 shares

    0.26% of the 13F portfolio, value $9,001,551.

    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 147,544 shares
    Change vs previous 13F -116 shares

    0.21% of the 13F portfolio, value $6,767,855.

    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 147,660 shares
    Change vs previous 13F -71,666 shares

    0.22% of the 13F portfolio, value $6,776,124.

    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 219,326 shares
    Change vs previous 13F +1,373 shares

    0.29% of the 13F portfolio, value $9,961,795.

    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 217,953 shares
    Change vs previous 13F +8,432 shares

    0.27% of the 13F portfolio, value $8,864,133.

    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 209,521 shares
    Change vs previous 13F +18,885 shares

    0.26% of the 13F portfolio, value $7,932,469.

    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 190,636 shares
    Change vs previous 13F -1,316 shares

    0.34% of the 13F portfolio, value $7,932,363.

    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 191,952 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $7,975,623.

    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).