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Dynamic Advisor Solutions LLC: SOXX position timeline

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

Dynamic Advisor Solutions LLC held 21,586 SOXX 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 21,586 shares
    Change vs previous 13F -381 shares

    0.39% of the 13F portfolio, value $13,831,330.

    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 21,967 shares
    Change vs previous 13F -435 shares

    0.23% of the 13F portfolio, value $7,219,618.

    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 22,402 shares
    Change vs previous 13F -1,209 shares

    0.22% of the 13F portfolio, value $6,746,360.

    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 23,611 shares
    Change vs previous 13F -323 shares

    0.19% of the 13F portfolio, value $6,401,402.

    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 23,934 shares
    Change vs previous 13F -2,393 shares

    0.18% of the 13F portfolio, value $5,713,111.

    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 26,327 shares
    Change vs previous 13F -371 shares

    0.16% of the 13F portfolio, value $4,953,895.

    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 26,698 shares
    Change vs previous 13F +1,126 shares

    0.25% of the 13F portfolio, value $5,753,188.

    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 25,572 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,896,554.

    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).