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Dynamic Advisor Solutions LLC: SDG position timeline

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

Dynamic Advisor Solutions LLC held 5,276 SDG 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 5,276 shares
    Change vs previous 13F -1,098 shares

    0.01% of the 13F portfolio, value $471,808.

    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 6,374 shares
    Change vs previous 13F -3,937 shares

    0.02% of the 13F portfolio, value $535,087.

    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 10,311 shares
    Change vs previous 13F -14,320 shares

    0.03% of the 13F portfolio, value $868,482.

    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 24,631 shares
    Change vs previous 13F -1,981 shares

    0.06% of the 13F portfolio, value $2,049,309.

    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 26,612 shares
    Change vs previous 13F -4,865 shares

    0.06% of the 13F portfolio, value $2,018,793.

    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 31,477 shares
    Change vs previous 13F -20,184 shares

    0.08% of the 13F portfolio, value $2,278,627.

    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 51,661 shares
    Change vs previous 13F +2,164 shares

    0.16% of the 13F portfolio, value $3,696,876.

    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 49,497 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,196,855.

    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).