Skip to content
Disclosery

Dynamic Advisor Solutions LLC: PVAL position timeline

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

Dynamic Advisor Solutions LLC held 49,994 PVAL 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 49,994 shares
    Change vs previous 13F +3,507 shares

    0.07% of the 13F portfolio, value $2,547,182.

    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 46,487 shares
    Change vs previous 13F +9,181 shares

    0.07% of the 13F portfolio, value $2,156,993.

    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 37,306 shares
    Change vs previous 13F +5,941 shares

    0.05% of the 13F portfolio, value $1,700,021.

    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 31,365 shares
    Change vs previous 13F +2,012 shares

    0.04% of the 13F portfolio, value $1,339,914.

    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 29,353 shares
    Change vs previous 13F +1,748 shares

    0.04% of the 13F portfolio, value $1,180,864.

    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 27,605 shares
    Change vs previous 13F +4,023 shares

    0.03% of the 13F portfolio, value $1,051,184.

    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 23,582 shares
    Change vs previous 13F +7,719 shares

    0.04% of the 13F portfolio, value $875,365.

    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 15,863 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $601,852.

    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).