Skip to content
Disclosery

Dynamic Advisor Solutions LLC: SPHQ position timeline

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

Dynamic Advisor Solutions LLC held 50,643 SPHQ 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 50,643 shares
    Change vs previous 13F +9,441 shares

    0.13% of the 13F portfolio, value $4,562,968.

    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 41,202 shares
    Change vs previous 13F +6,181 shares

    0.1% of the 13F portfolio, value $3,098,003.

    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 35,021 shares
    Change vs previous 13F -142 shares

    0.08% of the 13F portfolio, value $2,628,346.

    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 35,163 shares
    Change vs previous 13F +168 shares

    0.07% of the 13F portfolio, value $2,577,065.

    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 34,995 shares
    Change vs previous 13F +5,197 shares

    0.08% of the 13F portfolio, value $2,493,740.

    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 29,798 shares
    Change vs previous 13F +312 shares

    0.07% of the 13F portfolio, value $1,976,794.

    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 29,486 shares
    Change vs previous 13F +883 shares

    0.09% of the 13F portfolio, value $1,976,466.

    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 28,603 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,924,130.

    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).