Dynamic Advisor Solutions LLC: WDC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynamic Advisor Solutions LLC on WDC, newest first. How the timeline and the estimate are built.
Dynamic Advisor Solutions LLC held 1,390 WDC shares at 2026-06-30 per its 13F-HR filed 2026-07-07.
the latest 13F is the newest step
- period ended2026-06-3013F 1,390 sharesChange vs previous 13F +28 shares
0.03% of the 13F portfolio, value $887,968.
13F-HR 0001599747-26-000004 filed by Dynamic Advisor Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,362 sharesChange vs previous 13F +1,362 shares
0.01% of the 13F portfolio, value $368,417.
13F-HR 0001599747-26-000002 filed by Dynamic Advisor Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -3,871 shares
13F-HR 0001599747-26-000001 filed by Dynamic Advisor Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 3,871 sharesChange vs previous 13F +114 shares
0.01% of the 13F portfolio, value $464,767.
13F-HR 0001085146-25-005875 filed by Dynamic Advisor Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,757 sharesChange vs previous 13F +3,757 shares
0.01% of the 13F portfolio, value $240,418.
13F-HR 0001085146-25-003617 filed by Dynamic Advisor Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -3,889 shares
13F-HR 0001085146-25-000374 filed by Dynamic Advisor Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 3,889 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $265,588.
13F-HR 0001085146-24-004675 filed by Dynamic Advisor Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).