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Dynamic Advisor Solutions LLC: XME position timeline

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

Dynamic Advisor Solutions LLC held 41,480 XME 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 41,480 shares
    Change vs previous 13F +899 shares

    0.13% of the 13F portfolio, value $4,435,461.

    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 40,581 shares
    Change vs previous 13F -2,421 shares

    0.14% of the 13F portfolio, value $4,383,158.

    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 43,002 shares
    Change vs previous 13F -5,754 shares

    0.14% of the 13F portfolio, value $4,455,441.

    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 48,756 shares
    Change vs previous 13F +1,777 shares

    0.13% of the 13F portfolio, value $4,543,582.

    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 46,979 shares
    Change vs previous 13F +16,472 shares

    0.1% of the 13F portfolio, value $3,157,945.

    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 30,507 shares
    Change vs previous 13F +771 shares

    0.06% of the 13F portfolio, value $1,708,089.

    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).

  7. period ended2024-12-31
    13F 29,736 shares
    Change vs previous 13F +355 shares

    0.07% of the 13F portfolio, value $1,687,495.

    13F-HR 0001085146-25-000374 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).

  8. period ended2024-09-30
    13F 29,381 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,872,185.

    13F-HR 0001085146-24-004675 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).