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Dynamic Advisor Solutions LLC: FUMB position timeline

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

Dynamic Advisor Solutions LLC held 35,427 FUMB 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 35,427 shares
    Change vs previous 13F +5,890 shares

    0.02% of the 13F portfolio, value $710,489.

    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 29,537 shares
    Change vs previous 13F +1,048 shares

    0.02% of the 13F portfolio, value $592,217.

    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 28,489 shares
    Change vs previous 13F +217 shares

    0.02% of the 13F portfolio, value $571,481.

    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 28,272 shares
    Change vs previous 13F +8,932 shares

    0.02% of the 13F portfolio, value $568,272.

    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 19,340 shares
    Change vs previous 13F -1,113 shares

    0.01% of the 13F portfolio, value $388,735.

    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 20,453 shares
    Change vs previous 13F +5,220 shares

    0.01% of the 13F portfolio, value $411,009.

    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 15,233 shares
    Change vs previous 13F -12,838 shares

    0.01% of the 13F portfolio, value $306,023.

    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 28,071 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $564,649.

    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).