Skip to content
Disclosery

Dynamic Advisor Solutions LLC: JCPB position timeline

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

Dynamic Advisor Solutions LLC held 15,885 JCPB 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 15,885 shares
    Change vs previous 13F +3,414 shares

    0.02% of the 13F portfolio, value $745,658.

    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 12,471 shares
    Change vs previous 13F +3,980 shares

    0.02% of the 13F portfolio, value $587,127.

    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 8,491 shares
    Change vs previous 13F +774 shares

    0.01% of the 13F portfolio, value $402,069.

    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 7,717 shares
    Change vs previous 13F +1,182 shares

    0.01% of the 13F portfolio, value $366,939.

    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 6,535 shares
    Change vs previous 13F -2,534 shares

    0.01% of the 13F portfolio, value $307,537.

    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 9,069 shares
    Change vs previous 13F -284 shares

    0.01% of the 13F portfolio, value $426,606.

    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 9,353 shares
    Change vs previous 13F +442 shares

    0.02% of the 13F portfolio, value $430,893.

    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 8,911 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $429,867.

    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).