Skip to main content

Dynamic Advisor Solutions LLC

SEC CIK
0001599747
Latest filing
Jul 7, 2026

C holding history

Citigroup Inc in every 13F filed by Dynamic Advisor Solutions LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

C overviewAll 13F holders of CFull Q2 2026 holdings

Shares (Q2 2026)
9,786
Value
$1.37M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of C by Dynamic Advisor Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,786$1.37M<0.1%+34+0.3%AddedHolders
Q1 20269,752$1.11M<0.1%+429+4.6%AddedHolders
Q4 20259,323$1.09M<0.1%−563−5.7%ReducedHolders
Q3 20259,886$1.00M<0.1%+183+1.9%AddedHolders
Q2 20259,703$825.9K<0.1%+4,293+79.4%AddedHolders
Q1 20255,410$384.1K<0.1%+58+1.1%AddedHolders
Q4 20245,352$376.7K<0.1%−5,392−50.2%ReducedHolders
Q3 202410,744$672.6K<0.1%−169−1.5%ReducedHolders
Q2 202410,913$692.5K<0.1%+2,463+29.1%AddedHolders
Q1 20248,450$534.3K<0.1%+593+7.5%AddedHolders
Q4 20237,857$426.9K<0.1%−13−0.2%ReducedHolders
Q3 20237,870$323.7K<0.1%+866+12.4%AddedHolders
Q2 20237,004$322.5K<0.1%−1,142−14.0%ReducedHolders
Q1 20238,146$381.9K<0.1%−566−6.5%ReducedHolders
Q4 20228,712$394.0K<0.1%+598+7.4%AddedHolders
Q3 20228,114$338.0K<0.1%+277+3.5%AddedHolders
Q2 20227,837$360.0K<0.1%+1,556+24.8%AddedHolders
Q1 20226,281$335.0K<0.1%+1,184+23.2%AddedHolders
Q4 20215,097$308.0K<0.1%−84−1.6%ReducedHolders
Q3 20215,181$364.0K<0.1%+3+0.1%AddedHolders
Q2 20215,178$366.0K<0.1%+421+8.9%AddedHolders
Q1 20214,757$346.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.