Position in ALL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,173,044
+$223,635 QoQ
Shares Held
4,930
+7.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#711
of 1,742 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $5,901,628 across 6 Insurance - Property & Casualty names. ALL ranks #3 (19.9% of the industry book) .
All Filings in ALL
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,173,044 | 4,930 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $949,409 | 4,579 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $735,393 | 3,533 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $848,296 | 3,952 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $729,748 | 3,625 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $816,062 | 3,941 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $740,699 | 3,842 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $713,463 | 3,762 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $631,934 | 3,958 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $716,953 | 4,144 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $587,216 | 4,195 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $442,631 | 3,973 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $452,079 | 4,146 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $460,304 | 4,154 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $625,929 | 4,616 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $595,253 | 4,780 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $620,343 | 4,895 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $614,845 | 4,439 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $513,777 | 4,367 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $528,081 | 4,148 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $494,498 | 3,791 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $440,411 | 3,833 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $426,638 | 3,881 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $319,511 | 3,394 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $322,879 | 3,329 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||