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Dynamic Advisor Solutions LLC: FSMB position timeline

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

Dynamic Advisor Solutions LLC held 112,127 FSMB 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 112,127 shares
    Change vs previous 13F +8,356 shares

    0.06% of the 13F portfolio, value $2,241,419.

    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 103,771 shares
    Change vs previous 13F +20,883 shares

    0.07% of the 13F portfolio, value $2,071,269.

    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 82,888 shares
    Change vs previous 13F +5,750 shares

    0.05% of the 13F portfolio, value $1,661,490.

    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 77,138 shares
    Change vs previous 13F +25,732 shares

    0.04% of the 13F portfolio, value $1,548,931.

    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 51,406 shares
    Change vs previous 13F +3,578 shares

    0.03% of the 13F portfolio, value $1,023,237.

    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 47,828 shares
    Change vs previous 13F +31,935 shares

    0.03% of the 13F portfolio, value $950,342.

    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 15,893 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $315,317.

    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).