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Dynamic Advisor Solutions LLC: XCCC position timeline

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

Dynamic Advisor Solutions LLC held 7,851 XCCC 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 7,851 shares
    Change vs previous 13F +97 shares

    0.01% of the 13F portfolio, value $287,089.

    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 7,754 shares
    Change vs previous 13F +290 shares

    0.01% of the 13F portfolio, value $282,231.

    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 7,464 shares
    Change vs previous 13F +996 shares

    0.01% of the 13F portfolio, value $283,834.

    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 6,468 shares
    Change vs previous 13F +525 shares

    0.01% of the 13F portfolio, value $253,855.

    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 5,943 shares
    Change vs previous 13F +431 shares

    0.01% of the 13F portfolio, value $230,692.

    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 5,512 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $208,580.

    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).