Dynamic Advisor Solutions LLC: XLU position timeline

Dynamic Advisor Solutions LLC held 132,712 XLU 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 132,712 shares

   Change vs previous 13F -3,937 shares

   0.17% of the 13F portfolio, value $6,017,144.

   13F-HR 0001599747-26-000004 filed by Dynamic Advisor Solutions LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 136,649 shares

   Change vs previous 13F -6,977 shares

   0.2% of the 13F portfolio, value $6,270,829.

   13F-HR 0001599747-26-000002 filed by Dynamic Advisor Solutions LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 143,626 shares

   Change vs previous 13F +58,764 shares

   0.2% of the 13F portfolio, value $6,131,415.

   13F-HR 0001599747-26-000001 filed by Dynamic Advisor Solutions LLC
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 84,862 shares

   Change vs previous 13F +5,399 shares

   0.21% of the 13F portfolio, value $7,400,773.

   13F-HR 0001085146-25-005875 filed by Dynamic Advisor Solutions LLC
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 79,463 shares

   Change vs previous 13F +5,439 shares

   0.2% of the 13F portfolio, value $6,488,933.

   13F-HR 0001085146-25-003617 filed by Dynamic Advisor Solutions LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 74,024 shares

   Change vs previous 13F +74,024 shares

   0.19% of the 13F portfolio, value $5,836,764.

   13F-HR 0001085146-25-002128 filed by Dynamic Advisor Solutions LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -115,876 shares

   13F-HR 0001085146-25-000374 filed by Dynamic Advisor Solutions LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

8. period ended2024-09-30

   13F 115,876 shares

   Change vs previous 13F not available

   0.28% of the 13F portfolio, value $9,360,482.

   13F-HR 0001085146-24-004675 filed by Dynamic Advisor Solutions LLC
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).