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Dynamic Advisor Solutions LLC: XT position timeline

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

Dynamic Advisor Solutions LLC held 35,099 XT 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 35,099 shares
    Change vs previous 13F -4,338 shares

    0.08% of the 13F portfolio, value $2,900,196.

    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 39,437 shares
    Change vs previous 13F -1,913 shares

    0.08% of the 13F portfolio, value $2,687,584.

    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 41,350 shares
    Change vs previous 13F -133,496 shares

    0.09% of the 13F portfolio, value $2,883,718.

    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 174,846 shares
    Change vs previous 13F +1,724 shares

    0.37% of the 13F portfolio, value $12,578,537.

    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 173,122 shares
    Change vs previous 13F +969 shares

    0.35% of the 13F portfolio, value $11,296,214.

    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 172,153 shares
    Change vs previous 13F +9,996 shares

    0.33% of the 13F portfolio, value $9,909,134.

    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 162,157 shares
    Change vs previous 13F +966 shares

    0.42% of the 13F portfolio, value $9,674,271.

    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 161,191 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $9,813,292.

    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).