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Dynamic Advisor Solutions LLC: CGMM position timeline

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

Dynamic Advisor Solutions LLC held 48,005 CGMM 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 48,005 shares
    Change vs previous 13F +714 shares

    0.05% of the 13F portfolio, value $1,582,734.

    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 47,291 shares
    Change vs previous 13F +2,447 shares

    0.04% of the 13F portfolio, value $1,388,460.

    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 44,844 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,293,298.

    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).