Dynamic Advisor Solutions LLC: IPO position timeline

Dynamic Advisor Solutions LLC held 0 IPO shares at 2025-09-30 per its 13F-HR filed 2025-10-09.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -10,337 shares

   13F-HR 0001085146-25-005875 filed by Dynamic Advisor Solutions LLC
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

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

2. period ended2025-06-30

   13F 10,337 shares

   Change vs previous 13F -775 shares

   0.01% of the 13F portfolio, value $464,545.

   13F-HR 0001085146-25-003617 filed by Dynamic Advisor Solutions LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 11,112 shares

   Change vs previous 13F -650 shares

   0.01% of the 13F portfolio, value $417,256.

   13F-HR 0001085146-25-002128 filed by Dynamic Advisor Solutions LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 11,762 shares

   Change vs previous 13F -250 shares

   0.02% of the 13F portfolio, value $512,489.

   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).

5. period ended2024-09-30

   13F 12,012 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $515,075.

   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).