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Dynamic Advisor Solutions LLC: NUMV position timeline

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

Dynamic Advisor Solutions LLC held 6,814 NUMV 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 6,814 shares
    Change vs previous 13F +126 shares

    0.01% of the 13F portfolio, value $296,340.

    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 6,688 shares
    Change vs previous 13F -4,335 shares

    0.01% of the 13F portfolio, value $259,293.

    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 11,023 shares
    Change vs previous 13F -28,501 shares

    0.01% of the 13F portfolio, value $430,999.

    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 39,524 shares
    Change vs previous 13F -2,137 shares

    0.04% of the 13F portfolio, value $1,529,165.

    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 41,661 shares
    Change vs previous 13F -10,535 shares

    0.05% of the 13F portfolio, value $1,501,876.

    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 52,196 shares
    Change vs previous 13F -31,514 shares

    0.06% of the 13F portfolio, value $1,785,623.

    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 83,710 shares
    Change vs previous 13F +89 shares

    0.13% of the 13F portfolio, value $2,913,950.

    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 83,621 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,080,582.

    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).