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Livermore
Livermore
ZHEN

Dynamic Advisor Solutions LLC

SEC CIK
0001599747
Latest filing
Jul 7, 2026

D holding history

Dominion Energy, 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.

D overviewAll 13F holders of DFull Q2 2026 holdings

Shares (Q2 2026)
51,485
Value
$3.52M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of D by Dynamic Advisor Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202651,485$3.52M0.1%+48,171+1,453.6%AddedHolders
Q1 20263,314$204.9K<0.1%−135−3.9%ReducedHolders
Q4 20253,449$202.1K<0.1%−2,094−37.8%ReducedHolders
Q3 20255,543$339.0K<0.1%−313−5.3%ReducedHolders
Q2 20255,856$331.0K<0.1%−166−2.8%ReducedHolders
Q1 20256,022$337.7K<0.1%+193+3.3%AddedHolders
Q4 20245,829$313.9K<0.1%−108−1.8%ReducedHolders
Q3 20245,937$343.1K<0.1%−491−7.6%ReducedHolders
Q2 20246,428$315.0K<0.1%+491+8.3%AddedHolders
Q1 20245,937$292.0K<0.1%+323+5.8%AddedHolders
Q4 20235,614$275.3K<0.1%+88+1.6%AddedHolders
Q3 20235,526$246.8K<0.1%+122+2.3%AddedHolders
Q2 20235,404$279.9K<0.1%−1,416−20.8%ReducedHolders
Q1 20236,820$381.3K<0.1%−402−5.6%ReducedHolders
Q4 20227,222$442.8K<0.1%+1,973+37.6%AddedHolders
Q3 20225,249$363.0K<0.1%+454+9.5%AddedHolders
Q2 20224,795$383.0K<0.1%−69−1.4%ReducedHolders
Q1 20224,864$413.0K<0.1%+254+5.5%AddedHolders
Q4 20214,610$362.0K<0.1%+414+9.9%AddedHolders
Q3 20214,196$306.0K<0.1%+470+12.6%AddedHolders
Q2 20213,726$274.0K<0.1%+294+8.6%AddedHolders
Q1 20213,432$261.0K<0.1%––Holders

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