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Dynamic Advisor Solutions LLC: UCON position timeline

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

Dynamic Advisor Solutions LLC held 816,396 UCON 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 816,396 shares
    Change vs previous 13F +45,984 shares

    0.58% of the 13F portfolio, value $20,311,922.

    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 770,412 shares
    Change vs previous 13F +11,759 shares

    0.6% of the 13F portfolio, value $19,083,111.

    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 758,653 shares
    Change vs previous 13F -203,596 shares

    0.61% of the 13F portfolio, value $19,095,292.

    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 962,249 shares
    Change vs previous 13F +26,147 shares

    0.7% of the 13F portfolio, value $24,237,552.

    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 936,102 shares
    Change vs previous 13F +14,078 shares

    0.72% of the 13F portfolio, value $23,299,577.

    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 922,024 shares
    Change vs previous 13F +11,636 shares

    0.75% of the 13F portfolio, value $22,820,091.

    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 910,388 shares
    Change vs previous 13F +68,954 shares

    0.97% of the 13F portfolio, value $22,441,075.

    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 841,434 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $21,145,235.

    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).