Skip to content
Disclosery

Dynamic Advisor Solutions LLC: DBAW position timeline

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

Dynamic Advisor Solutions LLC held 39,914 DBAW 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 39,914 shares
    Change vs previous 13F -10,238 shares

    0.06% of the 13F portfolio, value $1,934,949.

    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 50,152 shares
    Change vs previous 13F -250 shares

    0.07% of the 13F portfolio, value $2,141,074.

    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 50,402 shares
    Change vs previous 13F -3,546 shares

    0.07% of the 13F portfolio, value $2,077,832.

    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 53,948 shares
    Change vs previous 13F -968 shares

    0.06% of the 13F portfolio, value $2,125,852.

    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 54,916 shares
    Change vs previous 13F -1,772 shares

    0.06% of the 13F portfolio, value $2,011,233.

    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 56,688 shares
    Change vs previous 13F -16,345 shares

    0.07% of the 13F portfolio, value $2,006,314.

    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 73,033 shares
    Change vs previous 13F -35,853 shares

    0.11% of the 13F portfolio, value $2,480,199.

    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 108,886 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,799,740.

    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).