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Dynamic Advisor Solutions LLC: BNY position timeline

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

Dynamic Advisor Solutions LLC held 29,035 BNY 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 29,035 shares
    Change vs previous 13F -2,259 shares

    0.12% of the 13F portfolio, value $4,198,799.

    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 31,294 shares
    Change vs previous 13F +7,139 shares

    0.12% of the 13F portfolio, value $3,712,377.

    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 24,155 shares
    Change vs previous 13F +265 shares

    0.09% of the 13F portfolio, value $2,804,149.

    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 23,890 shares
    Change vs previous 13F +471 shares

    0.08% of the 13F portfolio, value $2,603,099.

    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 23,419 shares
    Change vs previous 13F +2,378 shares

    0.07% of the 13F portfolio, value $2,133,704.

    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 21,041 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,764,673.

    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).