Dynamic Advisor Solutions LLC: HSBC position timeline

Dynamic Advisor Solutions LLC held 7,330 HSBC 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 7,330 shares

   Change vs previous 13F -757 shares

   0.02% of the 13F portfolio, value $697,010.

   13F-HR 0001599747-26-000004 filed by Dynamic Advisor Solutions LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 8,087 shares

   Change vs previous 13F +346 shares

   0.02% of the 13F portfolio, value $667,097.

   13F-HR 0001599747-26-000002 filed by Dynamic Advisor Solutions LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 7,741 shares

   Change vs previous 13F +7,741 shares

   0.02% of the 13F portfolio, value $608,984.

   13F-HR 0001599747-26-000001 filed by Dynamic Advisor Solutions LLC
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -11,990 shares

   13F-HR 0001085146-25-000374 filed by Dynamic Advisor Solutions LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 11,990 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $541,828.

   13F-HR 0001085146-24-004675 filed by Dynamic Advisor Solutions LLC
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).