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Dynamic Advisor Solutions LLC: FALN position timeline

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

Dynamic Advisor Solutions LLC held 24,399 FALN 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 24,399 shares
    Change vs previous 13F +500 shares

    0.02% of the 13F portfolio, value $664,621.

    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 23,899 shares
    Change vs previous 13F -2,716 shares

    0.02% of the 13F portfolio, value $638,571.

    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 26,615 shares
    Change vs previous 13F -681 shares

    0.02% of the 13F portfolio, value $726,582.

    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 27,296 shares
    Change vs previous 13F +111 shares

    0.02% of the 13F portfolio, value $758,279.

    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 27,185 shares
    Change vs previous 13F -822 shares

    0.02% of the 13F portfolio, value $737,814.

    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 28,007 shares
    Change vs previous 13F -1,042 shares

    0.02% of the 13F portfolio, value $750,304.

    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 29,049 shares
    Change vs previous 13F +8,400 shares

    0.03% of the 13F portfolio, value $775,907.

    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 20,649 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $564,547.

    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).