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Dynamic Advisor Solutions LLC: XSVN position timeline

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

Dynamic Advisor Solutions LLC held 103,982 XSVN 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 103,982 shares
    Change vs previous 13F +28,475 shares

    0.14% of the 13F portfolio, value $4,915,215.

    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 75,507 shares
    Change vs previous 13F +11,805 shares

    0.11% of the 13F portfolio, value $3,603,196.

    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 63,702 shares
    Change vs previous 13F +13,223 shares

    0.1% of the 13F portfolio, value $3,060,482.

    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 50,479 shares
    Change vs previous 13F +22,095 shares

    0.07% of the 13F portfolio, value $2,432,451.

    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 28,384 shares
    Change vs previous 13F +15,110 shares

    0.04% of the 13F portfolio, value $1,359,031.

    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 13,274 shares
    Change vs previous 13F +2,978 shares

    0.02% of the 13F portfolio, value $633,848.

    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 10,296 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $476,293.

    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).