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Dynamic Advisor Solutions LLC: WRN position timeline

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

Dynamic Advisor Solutions LLC held 36,140 WRN 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 36,140 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $80,954.

    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 36,140 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $91,434.

    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 36,140 shares
    Change vs previous 13F +6,665 shares

    <0.01% of the 13F portfolio, value $96,494.

    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 29,475 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $58,066.

    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).