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Dynamic Advisor Solutions LLC: PWR position timeline

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

Dynamic Advisor Solutions LLC held 5,931 PWR 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 5,931 shares
    Change vs previous 13F -1,810 shares

    0.12% of the 13F portfolio, value $4,270,457.

    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 7,741 shares
    Change vs previous 13F +1,397 shares

    0.13% of the 13F portfolio, value $4,249,749.

    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 6,344 shares
    Change vs previous 13F +322 shares

    0.09% of the 13F portfolio, value $2,677,367.

    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 6,022 shares
    Change vs previous 13F +264 shares

    0.07% of the 13F portfolio, value $2,495,712.

    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 5,758 shares
    Change vs previous 13F -573 shares

    0.07% of the 13F portfolio, value $2,177,024.

    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 6,331 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,609,218.

    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).