Skip to content
Disclosery

Dynamic Advisor Solutions LLC: XONE position timeline

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

Dynamic Advisor Solutions LLC held 25,496 XONE 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 25,496 shares
    Change vs previous 13F +498 shares

    0.04% of the 13F portfolio, value $1,258,729.

    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 24,998 shares
    Change vs previous 13F +4,016 shares

    0.04% of the 13F portfolio, value $1,237,882.

    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 20,982 shares
    Change vs previous 13F +3,939 shares

    0.03% of the 13F portfolio, value $1,039,322.

    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 17,043 shares
    Change vs previous 13F +8,054 shares

    0.02% of the 13F portfolio, value $846,335.

    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 8,989 shares
    Change vs previous 13F +1,360 shares

    0.01% of the 13F portfolio, value $446,135.

    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 7,629 shares
    Change vs previous 13F +749 shares

    0.01% of the 13F portfolio, value $379,309.

    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 6,880 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $340,835.

    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).