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Dynamic Advisor Solutions LLC: TAXF position timeline

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

Dynamic Advisor Solutions LLC held 123,317 TAXF 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 123,317 shares
    Change vs previous 13F -1,346 shares

    0.18% of the 13F portfolio, value $6,268,812.

    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 124,663 shares
    Change vs previous 13F -2,400 shares

    0.2% of the 13F portfolio, value $6,239,382.

    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 127,063 shares
    Change vs previous 13F +6,414 shares

    0.21% of the 13F portfolio, value $6,401,419.

    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 120,649 shares
    Change vs previous 13F +7,154 shares

    0.18% of the 13F portfolio, value $6,060,193.

    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 113,495 shares
    Change vs previous 13F +5,483 shares

    0.17% of the 13F portfolio, value $5,553,303.

    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 108,012 shares
    Change vs previous 13F +2,072 shares

    0.18% of the 13F portfolio, value $5,344,412.

    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 105,940 shares
    Change vs previous 13F +67,245 shares

    0.23% of the 13F portfolio, value $5,311,830.

    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 38,695 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,989,704.

    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).