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Dynamic Advisor Solutions LLC: NMZ position timeline

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

Dynamic Advisor Solutions LLC held 20,299 NMZ 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 20,299 shares
    Change vs previous 13F +5,133 shares

    0.01% of the 13F portfolio, value $214,558.

    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 15,166 shares
    Change vs previous 13F +79 shares

    <0.01% of the 13F portfolio, value $157,426.

    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 15,087 shares
    Change vs previous 13F +360 shares

    <0.01% of the 13F portfolio, value $153,739.

    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 14,727 shares
    Change vs previous 13F +1,713 shares

    <0.01% of the 13F portfolio, value $155,955.

    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 13,014 shares
    Change vs previous 13F +238 shares

    <0.01% of the 13F portfolio, value $134,953.

    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 12,776 shares
    Change vs previous 13F +721 shares

    <0.01% of the 13F portfolio, value $139,385.

    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 12,055 shares
    Change vs previous 13F +346 shares

    0.01% of the 13F portfolio, value $130,311.

    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 11,709 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $136,530.

    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).