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Dynamic Advisor Solutions LLC: BLOK position timeline

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

Dynamic Advisor Solutions LLC held 3,663 BLOK 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 3,663 shares
    Change vs previous 13F -15,676 shares

    0.01% of the 13F portfolio, value $229,404.

    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 19,339 shares
    Change vs previous 13F -18 shares

    0.03% of the 13F portfolio, value $963,273.

    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 19,357 shares
    Change vs previous 13F +8,136 shares

    0.04% of the 13F portfolio, value $1,101,217.

    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 11,221 shares
    Change vs previous 13F -587 shares

    0.02% of the 13F portfolio, value $752,245.

    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 11,808 shares
    Change vs previous 13F +2,763 shares

    0.02% of the 13F portfolio, value $674,355.

    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 9,045 shares
    Change vs previous 13F -1,426 shares

    0.01% of the 13F portfolio, value $333,580.

    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 10,471 shares
    Change vs previous 13F +85 shares

    0.02% of the 13F portfolio, value $452,261.

    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 10,386 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $389,688.

    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).