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Dynamic Advisor Solutions LLC: CGCB position timeline

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

Dynamic Advisor Solutions LLC held 138,294 CGCB 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 138,294 shares
    Change vs previous 13F +416 shares

    0.1% of the 13F portfolio, value $3,620,533.

    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 137,878 shares
    Change vs previous 13F +2,679 shares

    0.11% of the 13F portfolio, value $3,620,682.

    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 135,199 shares
    Change vs previous 13F -62,957 shares

    0.12% of the 13F portfolio, value $3,585,479.

    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 198,156 shares
    Change vs previous 13F +2,208 shares

    0.15% of the 13F portfolio, value $5,266,988.

    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 195,948 shares
    Change vs previous 13F +23,507 shares

    0.16% of the 13F portfolio, value $5,153,421.

    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 172,441 shares
    Change vs previous 13F +6,851 shares

    0.15% of the 13F portfolio, value $4,531,737.

    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 165,590 shares
    Change vs previous 13F +3,452 shares

    0.18% of the 13F portfolio, value $4,270,571.

    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 162,138 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,369,612.

    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).