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Dynamic Advisor Solutions LLC: MA position timeline

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

Dynamic Advisor Solutions LLC held 10,207 MA 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 10,207 shares
    Change vs previous 13F -6,995 shares

    0.15% of the 13F portfolio, value $5,242,457.

    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 17,202 shares
    Change vs previous 13F +426 shares

    0.27% of the 13F portfolio, value $8,595,245.

    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 16,776 shares
    Change vs previous 13F -1,204 shares

    0.31% of the 13F portfolio, value $9,577,126.

    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 17,980 shares
    Change vs previous 13F +194 shares

    0.3% of the 13F portfolio, value $10,226,928.

    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 17,786 shares
    Change vs previous 13F +71 shares

    0.31% of the 13F portfolio, value $9,994,838.

    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 17,715 shares
    Change vs previous 13F -99 shares

    0.32% of the 13F portfolio, value $9,710,198.

    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 17,814 shares
    Change vs previous 13F -1,239 shares

    0.41% of the 13F portfolio, value $9,380,553.

    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 19,053 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $9,408,557.

    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).