OWNS — TIDAL TRUST III

Ownership history in Dynamic Advisor Solutions LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in TIDAL TRUST III (OWNS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q3)
Avg. % of fund
0.01%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 10,031 — 0% 0.01% $174K $17.19
2025 Q2 REDUCED 10,031 -11,656 -53.7% 0.01% $172K $16.75
2024 Q3 ADDED 21,687 +1,506 +7.5% 0.01% $381K $16.70
2024 Q2 INITIATED 20,181 — — 0.01% $340K —
% of Fund (quarterly)    OWNS price (monthly, adj. close)

Other funds also holding OWNS

As of 2025 Q4 — sorted by position size

NATURAL INVESTMENTS, LLC 3Y 0.72% TRUE BLUE FINANCIAL, LLC 0.68% TrueWealth Financial Partners 3Y 0.68% OneAscent Financial Services LLC 3Y 0.67% OneAscent Wealth Management LLC 3Y 0.53% Riverwater Partners LLC 3Y 0.4% Skyline Advisors, Inc. 0.23% Tolleson Wealth Management, Inc. 3Y 0.18% Orgel Wealth Management, LLC 3Y 7Y 0.11% Compton Financial Group, LLC 3Y 0.04%
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