Dynamic Advisor Solutions LLC: CVMC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dynamic Advisor Solutions LLC on CVMC, newest first. How the timeline and the estimate are built.
Dynamic Advisor Solutions LLC held 16,471 CVMC shares at 2026-06-30 per its 13F-HR filed 2026-07-07.
the latest 13F is the newest step
- period ended2026-06-3013F 16,471 sharesChange vs previous 13F +878 shares
0.04% of the 13F portfolio, value $1,253,937.
13F-HR 0001599747-26-000004 filed by Dynamic Advisor Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,593 sharesChange vs previous 13F +320 shares
0.03% of the 13F portfolio, value $998,281.
13F-HR 0001599747-26-000002 filed by Dynamic Advisor Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,273 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $979,457.
13F-HR 0001599747-26-000001 filed by Dynamic Advisor Solutions LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).