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Dynamic Advisor Solutions LLC: SPGI position timeline

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

Dynamic Advisor Solutions LLC held 6,741 SPGI 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 6,741 shares
    Change vs previous 13F -4,569 shares

    0.08% of the 13F portfolio, value $2,745,308.

    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 11,310 shares
    Change vs previous 13F -4,720 shares

    0.15% of the 13F portfolio, value $4,810,553.

    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 16,030 shares
    Change vs previous 13F +3,270 shares

    0.27% of the 13F portfolio, value $8,377,260.

    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 12,760 shares
    Change vs previous 13F +304 shares

    0.18% of the 13F portfolio, value $6,210,299.

    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 12,456 shares
    Change vs previous 13F +733 shares

    0.2% of the 13F portfolio, value $6,568,116.

    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 11,723 shares
    Change vs previous 13F +686 shares

    0.2% of the 13F portfolio, value $5,956,396.

    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 11,037 shares
    Change vs previous 13F +2,813 shares

    0.24% of the 13F portfolio, value $5,496,902.

    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 8,224 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,248,733.

    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).