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Dynamic Advisor Solutions LLC: BRK-B position timeline

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

Dynamic Advisor Solutions LLC held 35,077 BRK-B 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 35,077 shares
    Change vs previous 13F -1,913 shares

    0.5% of the 13F portfolio, value $17,552,275.

    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 36,990 shares
    Change vs previous 13F +839 shares

    0.56% of the 13F portfolio, value $17,725,699.

    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 36,151 shares
    Change vs previous 13F -2,524 shares

    0.58% of the 13F portfolio, value $18,171,144.

    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 38,675 shares
    Change vs previous 13F -1,953 shares

    0.56% of the 13F portfolio, value $19,443,470.

    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 40,628 shares
    Change vs previous 13F +628 shares

    0.61% of the 13F portfolio, value $19,735,864.

    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 40,000 shares
    Change vs previous 13F -50 shares

    0.7% of the 13F portfolio, value $21,303,200.

    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 40,050 shares
    Change vs previous 13F -2,913 shares

    0.79% of the 13F portfolio, value $18,153,864.

    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 42,963 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $19,774,150.

    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).