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Dynamic Advisor Solutions LLC: QEFA position timeline

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

Dynamic Advisor Solutions LLC held 143,056 QEFA 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 143,056 shares
    Change vs previous 13F +14,601 shares

    0.39% of the 13F portfolio, value $13,735,549.

    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 128,455 shares
    Change vs previous 13F +6,257 shares

    0.38% of the 13F portfolio, value $11,981,040.

    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 122,198 shares
    Change vs previous 13F -5,568 shares

    0.36% of the 13F portfolio, value $11,079,674.

    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 127,766 shares
    Change vs previous 13F +4,478 shares

    0.33% of the 13F portfolio, value $11,231,894.

    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 123,288 shares
    Change vs previous 13F +697 shares

    0.32% of the 13F portfolio, value $10,521,431.

    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 122,591 shares
    Change vs previous 13F +13,559 shares

    0.32% of the 13F portfolio, value $9,679,321.

    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 109,032 shares
    Change vs previous 13F +4,128 shares

    0.34% of the 13F portfolio, value $7,905,888.

    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 104,904 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $8,442,803.

    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).