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Dynamic Advisor Solutions LLC: MUNI position timeline

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

Dynamic Advisor Solutions LLC held 12,575 MUNI 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 12,575 shares
    Change vs previous 13F -7,344 shares

    0.02% of the 13F portfolio, value $661,438.

    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 19,919 shares
    Change vs previous 13F -9,959 shares

    0.03% of the 13F portfolio, value $1,039,573.

    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 29,878 shares
    Change vs previous 13F +5,307 shares

    0.05% of the 13F portfolio, value $1,565,914.

    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 24,571 shares
    Change vs previous 13F +597 shares

    0.04% of the 13F portfolio, value $1,284,579.

    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 23,974 shares
    Change vs previous 13F +2,390 shares

    0.04% of the 13F portfolio, value $1,231,294.

    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 21,584 shares
    Change vs previous 13F -254 shares

    0.04% of the 13F portfolio, value $1,112,676.

    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 21,838 shares
    Change vs previous 13F -133 shares

    0.05% of the 13F portfolio, value $1,129,669.

    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 21,971 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,164,047.

    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).