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Dynamic Advisor Solutions LLC: JHMM position timeline

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

Dynamic Advisor Solutions LLC held 344,277 JHMM 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 344,277 shares
    Change vs previous 13F +25,288 shares

    0.73% of the 13F portfolio, value $25,806,972.

    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 318,989 shares
    Change vs previous 13F -401 shares

    0.67% of the 13F portfolio, value $21,410,527.

    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 319,390 shares
    Change vs previous 13F -108,149 shares

    0.67% of the 13F portfolio, value $20,913,665.

    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 427,539 shares
    Change vs previous 13F +4,606 shares

    0.8% of the 13F portfolio, value $27,657,466.

    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 422,933 shares
    Change vs previous 13F +8,859 shares

    0.8% of the 13F portfolio, value $25,853,883.

    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 414,074 shares
    Change vs previous 13F +41,846 shares

    0.78% of the 13F portfolio, value $23,726,433.

    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 372,228 shares
    Change vs previous 13F -6,962 shares

    0.96% of the 13F portfolio, value $22,233,194.

    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 379,190 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $22,827,209.

    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).