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Dynamic Advisor Solutions LLC: JEMA position timeline

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

Dynamic Advisor Solutions LLC held 5,191 JEMA 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 5,191 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $331,618.

    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 5,191 shares
    Change vs previous 13F -100 shares

    0.01% of the 13F portfolio, value $270,102.

    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 5,291 shares
    Change vs previous 13F -3,734 shares

    0.01% of the 13F portfolio, value $259,272.

    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 9,025 shares
    Change vs previous 13F -1,550 shares

    0.01% of the 13F portfolio, value $429,158.

    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 10,575 shares
    Change vs previous 13F -6,682 shares

    0.01% of the 13F portfolio, value $455,246.

    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 17,257 shares
    Change vs previous 13F -1,332 shares

    0.02% of the 13F portfolio, value $660,256.

    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 18,589 shares
    Change vs previous 13F +2,261 shares

    0.03% of the 13F portfolio, value $695,396.

    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 16,328 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $662,740.

    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).