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Dynamic Advisor Solutions LLC: IGSB position timeline

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

Dynamic Advisor Solutions LLC held 152,140 IGSB 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 152,140 shares
    Change vs previous 13F -933 shares

    0.23% of the 13F portfolio, value $7,973,674.

    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 153,073 shares
    Change vs previous 13F +2,101 shares

    0.25% of the 13F portfolio, value $8,045,498.

    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 150,972 shares
    Change vs previous 13F +178 shares

    0.26% of the 13F portfolio, value $7,983,379.

    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 150,794 shares
    Change vs previous 13F -528 shares

    0.23% of the 13F portfolio, value $7,996,614.

    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 151,322 shares
    Change vs previous 13F -804 shares

    0.25% of the 13F portfolio, value $7,983,735.

    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 152,126 shares
    Change vs previous 13F +2,048 shares

    0.26% of the 13F portfolio, value $7,966,859.

    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 150,078 shares
    Change vs previous 13F +5,514 shares

    0.34% of the 13F portfolio, value $7,759,024.

    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 144,564 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,612,721.

    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).