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Dynamic Advisor Solutions LLC: XTRE position timeline

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

Dynamic Advisor Solutions LLC held 116,969 XTRE 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 116,969 shares
    Change vs previous 13F +23,708 shares

    0.16% of the 13F portfolio, value $5,734,970.

    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 93,261 shares
    Change vs previous 13F +23,725 shares

    0.15% of the 13F portfolio, value $4,617,370.

    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 69,536 shares
    Change vs previous 13F +16,979 shares

    0.11% of the 13F portfolio, value $3,460,228.

    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 52,557 shares
    Change vs previous 13F +20,763 shares

    0.08% of the 13F portfolio, value $2,619,375.

    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 31,794 shares
    Change vs previous 13F +11,896 shares

    0.05% of the 13F portfolio, value $1,582,724.

    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 19,898 shares
    Change vs previous 13F +1,695 shares

    0.03% of the 13F portfolio, value $985,543.

    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 18,203 shares
    Change vs previous 13F +12,470 shares

    0.04% of the 13F portfolio, value $887,752.

    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 5,733 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $286,650.

    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).