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Dynamic Advisor Solutions LLC: CVSB position timeline

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

Dynamic Advisor Solutions LLC held 25,370 CVSB 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 25,370 shares
    Change vs previous 13F +1,397 shares

    0.04% of the 13F portfolio, value $1,284,737.

    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 23,973 shares
    Change vs previous 13F +963 shares

    0.04% of the 13F portfolio, value $1,213,154.

    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 23,010 shares
    Change vs previous 13F +11,249 shares

    0.04% of the 13F portfolio, value $1,167,758.

    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 11,761 shares
    Change vs previous 13F +2,434 shares

    0.02% of the 13F portfolio, value $596,459.

    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 9,327 shares
    Change vs previous 13F +2,807 shares

    0.01% of the 13F portfolio, value $472,506.

    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 6,520 shares
    Change vs previous 13F -29 shares

    0.01% of the 13F portfolio, value $329,945.

    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 6,549 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $332,067.

    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).