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Dynamic Advisor Solutions LLC: PTY position timeline

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

Dynamic Advisor Solutions LLC held 382,350 PTY 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 382,350 shares
    Change vs previous 13F +32,564 shares

    0.13% of the 13F portfolio, value $4,599,674.

    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 349,786 shares
    Change vs previous 13F +71,084 shares

    0.13% of the 13F portfolio, value $4,218,420.

    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 278,702 shares
    Change vs previous 13F +9,762 shares

    0.12% of the 13F portfolio, value $3,595,253.

    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 268,940 shares
    Change vs previous 13F +10,413 shares

    0.11% of the 13F portfolio, value $3,883,496.

    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 258,527 shares
    Change vs previous 13F +23,703 shares

    0.11% of the 13F portfolio, value $3,596,105.

    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 234,824 shares
    Change vs previous 13F +7,962 shares

    0.11% of the 13F portfolio, value $3,395,556.

    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 226,862 shares
    Change vs previous 13F +17,105 shares

    0.14% of the 13F portfolio, value $3,260,003.

    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 209,757 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,018,409.

    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).