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Dynamic Advisor Solutions LLC: MUB position timeline

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

Dynamic Advisor Solutions LLC held 27,976 MUB 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 27,976 shares
    Change vs previous 13F +926 shares

    0.09% of the 13F portfolio, value $3,010,816.

    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 27,050 shares
    Change vs previous 13F +1,926 shares

    0.09% of the 13F portfolio, value $2,871,360.

    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 25,124 shares
    Change vs previous 13F -3,419 shares

    0.09% of the 13F portfolio, value $2,691,043.

    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 28,543 shares
    Change vs previous 13F -2,054 shares

    0.09% of the 13F portfolio, value $3,039,541.

    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 30,597 shares
    Change vs previous 13F +672 shares

    0.1% of the 13F portfolio, value $3,196,762.

    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 29,925 shares
    Change vs previous 13F -2,279 shares

    0.1% of the 13F portfolio, value $3,155,343.

    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 32,204 shares
    Change vs previous 13F -60,552 shares

    0.15% of the 13F portfolio, value $3,431,306.

    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 92,756 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $10,076,062.

    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).