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Dynamic Advisor Solutions LLC: IWM position timeline

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

Dynamic Advisor Solutions LLC held 46,539 IWM 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 46,539 shares
    Change vs previous 13F -1,558 shares

    0.4% of the 13F portfolio, value $13,982,562.

    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 48,097 shares
    Change vs previous 13F +1,816 shares

    0.38% of the 13F portfolio, value $11,928,081.

    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 46,281 shares
    Change vs previous 13F -31,247 shares

    0.37% of the 13F portfolio, value $11,392,581.

    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 77,528 shares
    Change vs previous 13F +7,749 shares

    0.54% of the 13F portfolio, value $18,758,650.

    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 69,779 shares
    Change vs previous 13F +407 shares

    0.47% of the 13F portfolio, value $15,057,709.

    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 69,372 shares
    Change vs previous 13F +4,966 shares

    0.46% of the 13F portfolio, value $13,838,943.

    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 64,406 shares
    Change vs previous 13F -8,500 shares

    0.62% of the 13F portfolio, value $14,231,213.

    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 72,906 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $16,104,138.

    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).