Skip to content
Disclosery

Dynamic Advisor Solutions LLC: BALT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynamic Advisor Solutions LLC on BALT, newest first. How the timeline and the estimate are built.

Dynamic Advisor Solutions LLC held 39,541 BALT shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,541 shares
    Change vs previous 13F +9,308 shares

    0.04% of the 13F portfolio, value $1,355,070.

    13F-HR 0001599747-26-000004 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 30,233 shares
    Change vs previous 13F +22,434 shares

    0.03% of the 13F portfolio, value $1,011,747.

    13F-HR 0001599747-26-000002 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,799 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $261,344.

    13F-HR 0001599747-26-000001 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).