Dynamic Advisor Solutions LLC
Position in WPM — Wheaton Precious Metals Corp.
CIK 1599747
PHOENIX, AZ
Position in WPM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$594,959
-$130,836 QoQ
Shares Held
5,297
-4.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#502
of 849 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WPM Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Dynamic Advisor Solutions LLC holds $2,329,558 across 3 Gold names. WPM ranks #3 (25.5% of the industry book) .
All Filings in WPM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,959 | 5,297 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $725,795 | 5,540 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $783,740 | 6,669 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $757,604 | 6,774 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $614,770 | 6,846 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $531,066 | 6,841 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $694,662 | 11,373 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $549,361 | 10,480 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $320,484 | 6,800 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $379,473 | 7,691 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $280,768 | 6,924 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $222,712 | 5,153 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $246,964 | 5,128 | Shares | Sole | 2023-04-11 | |
| 2022-03-31 | $233,665 | 4,911 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $205,763 | 4,793 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||