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Dynamic Advisor Solutions LLC: QUAL position timeline

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

Dynamic Advisor Solutions LLC held 10,201 QUAL 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 10,201 shares
    Change vs previous 13F +3,086 shares

    0.06% of the 13F portfolio, value $2,238,390.

    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 7,115 shares
    Change vs previous 13F -392 shares

    0.04% of the 13F portfolio, value $1,364,721.

    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 7,507 shares
    Change vs previous 13F -115 shares

    0.05% of the 13F portfolio, value $1,491,055.

    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 7,622 shares
    Change vs previous 13F -287 shares

    0.04% of the 13F portfolio, value $1,482,507.

    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 7,909 shares
    Change vs previous 13F +307 shares

    0.04% of the 13F portfolio, value $1,445,885.

    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 7,602 shares
    Change vs previous 13F +354 shares

    0.04% of the 13F portfolio, value $1,299,070.

    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 7,248 shares
    Change vs previous 13F -291 shares

    0.06% of the 13F portfolio, value $1,290,660.

    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 7,539 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,351,739.

    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).