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Dynamic Advisor Solutions LLC: MO position timeline

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

Dynamic Advisor Solutions LLC held 62,892 MO 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 62,892 shares
    Change vs previous 13F -140 shares

    0.13% of the 13F portfolio, value $4,525,060.

    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 63,032 shares
    Change vs previous 13F +10,238 shares

    0.13% of the 13F portfolio, value $4,159,476.

    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 52,794 shares
    Change vs previous 13F -19,756 shares

    0.1% of the 13F portfolio, value $3,044,105.

    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 72,550 shares
    Change vs previous 13F +1,092 shares

    0.14% of the 13F portfolio, value $4,792,636.

    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 71,458 shares
    Change vs previous 13F +519 shares

    0.13% of the 13F portfolio, value $4,189,555.

    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 70,939 shares
    Change vs previous 13F -656 shares

    0.14% of the 13F portfolio, value $4,257,735.

    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 71,595 shares
    Change vs previous 13F +191 shares

    0.16% of the 13F portfolio, value $3,743,688.

    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 71,404 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,644,483.

    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).