Dynamic Advisor Solutions LLC: IUSB position timeline

Dynamic Advisor Solutions LLC held 8,779 IUSB 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 8,779 shares

   Change vs previous 13F -4,007 shares

   0.01% of the 13F portfolio, value $405,137.

   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 12,786 shares

   Change vs previous 13F -1,063 shares

   0.02% of the 13F portfolio, value $590,579.

   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 13,849 shares

   Change vs previous 13F -1,403 shares

   0.02% of the 13F portfolio, value $644,526.

   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 ended2025-09-30

   13F 15,252 shares

   Change vs previous 13F +1,019 shares

   0.02% of the 13F portfolio, value $712,415.

   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).

5. period ended2025-06-30

   13F 14,233 shares

   Change vs previous 13F -7 shares

   0.02% of the 13F portfolio, value $657,981.

   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).

6. period ended2025-03-31

   13F 14,240 shares

   Change vs previous 13F -1,049 shares

   0.02% of the 13F portfolio, value $656,168.

   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).

7. period ended2024-12-31

   13F 15,289 shares

   Change vs previous 13F -18,137 shares

   0.03% of the 13F portfolio, value $691,079.

   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).

8. period ended2024-09-30

   13F 33,426 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $1,575,019.

   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).