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CIK 0001599747 • 6 13F filings • Apr 17, 2025 – Jul 7, 2026
Import this data to Google Sheets with:
=jivedata("dynamic-advisor-solutions-llc-0001599747-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001085146-25-005875 |
| $3.45B |
| View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0001599747-26-000004 | $3.53B | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003617 | $3.24B | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001599747-26-000002 | $3.17B | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002128 | $3.03B | View |