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Dynamic Advisor Solutions LLC: BKAG position timeline

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

Dynamic Advisor Solutions LLC held 13,611 BKAG 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 13,611 shares
    Change vs previous 13F -3,144 shares

    0.02% of the 13F portfolio, value $570,981.

    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 16,755 shares
    Change vs previous 13F -454 shares

    0.02% of the 13F portfolio, value $707,061.

    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 17,209 shares
    Change vs previous 13F -5,574 shares

    0.02% of the 13F portfolio, value $729,369.

    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).

  4. period ended2025-09-30
    13F 22,783 shares
    Change vs previous 13F -4,206 shares

    0.03% of the 13F portfolio, value $970,556.

    13F-HR 0001085146-25-005875 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).

  5. period ended2025-06-30
    13F 26,989 shares
    Change vs previous 13F -581 shares

    0.04% of the 13F portfolio, value $1,138,396.

    13F-HR 0001085146-25-003617 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).

  6. period ended2025-03-31
    13F 27,570 shares
    Change vs previous 13F -738 shares

    0.04% of the 13F portfolio, value $1,161,524.

    13F-HR 0001085146-25-002128 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).

  7. period ended2024-12-31
    13F 28,308 shares
    Change vs previous 13F -650 shares

    0.05% of the 13F portfolio, value $1,166,856.

    13F-HR 0001085146-25-000374 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).

  8. period ended2024-09-30
    13F 28,958 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,249,538.

    13F-HR 0001085146-24-004675 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).