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Dynamic Advisor Solutions LLC: MSD position timeline

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

Dynamic Advisor Solutions LLC held 49,899 MSD 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 49,899 shares
    Change vs previous 13F +1,633 shares

    0.01% of the 13F portfolio, value $364,259.

    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 48,266 shares
    Change vs previous 13F +1,217 shares

    0.01% of the 13F portfolio, value $338,827.

    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 47,049 shares
    Change vs previous 13F +1,912 shares

    0.01% of the 13F portfolio, value $347,694.

    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 45,137 shares
    Change vs previous 13F +2,134 shares

    0.01% of the 13F portfolio, value $332,660.

    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 43,003 shares
    Change vs previous 13F -33 shares

    0.01% of the 13F portfolio, value $332,410.

    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 43,036 shares
    Change vs previous 13F +8,036 shares

    0.01% of the 13F portfolio, value $346,441.

    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 35,000 shares
    Change vs previous 13F +6,112 shares

    0.01% of the 13F portfolio, value $269,496.

    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 28,888 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $229,083.

    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).