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Dynamic Advisor Solutions LLC: GBCI position timeline

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

Dynamic Advisor Solutions LLC held 32,469 GBCI 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 32,469 shares
    Change vs previous 13F -19,611 shares

    0.05% of the 13F portfolio, value $1,674,751.

    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 52,080 shares
    Change vs previous 13F -157 shares

    0.07% of the 13F portfolio, value $2,326,414.

    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 52,237 shares
    Change vs previous 13F -22 shares

    0.07% of the 13F portfolio, value $2,301,040.

    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 52,259 shares
    Change vs previous 13F +98 shares

    0.07% of the 13F portfolio, value $2,543,446.

    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 52,161 shares
    Change vs previous 13F +92 shares

    0.07% of the 13F portfolio, value $2,247,096.

    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 52,069 shares
    Change vs previous 13F -10 shares

    0.08% of the 13F portfolio, value $2,302,491.

    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 52,079 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $2,615,407.

    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 52,079 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,380,010.

    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).