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Dynamic Advisor Solutions LLC: ICSH position timeline

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

Dynamic Advisor Solutions LLC held 146,625 ICSH 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 146,625 shares
    Change vs previous 13F +33,037 shares

    0.21% of the 13F portfolio, value $7,416,291.

    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 113,588 shares
    Change vs previous 13F +1,544 shares

    0.18% of the 13F portfolio, value $5,749,819.

    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 112,044 shares
    Change vs previous 13F +6,609 shares

    0.18% of the 13F portfolio, value $5,667,184.

    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 105,435 shares
    Change vs previous 13F +6,307 shares

    0.16% of the 13F portfolio, value $5,350,811.

    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 99,128 shares
    Change vs previous 13F +91,708 shares

    0.16% of the 13F portfolio, value $5,026,781.

    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 7,420 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $376,194.

    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).