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Dynamic Advisor Solutions LLC: UL position timeline

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

Dynamic Advisor Solutions LLC held 60,884 UL 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 60,884 shares
    Change vs previous 13F +3,402 shares

    0.1% of the 13F portfolio, value $3,660,333.

    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 57,482 shares
    Change vs previous 13F -20 shares

    0.1% of the 13F portfolio, value $3,274,750.

    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 57,502 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,760,631.

    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).