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Dynamic Advisor Solutions LLC: NVS position timeline

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

Dynamic Advisor Solutions LLC held 17,912 NVS 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 17,912 shares
    Change vs previous 13F +1,298 shares

    0.08% of the 13F portfolio, value $2,807,169.

    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 16,614 shares
    Change vs previous 13F +59 shares

    0.08% of the 13F portfolio, value $2,537,772.

    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 16,555 shares
    Change vs previous 13F -3,311 shares

    0.07% of the 13F portfolio, value $2,282,423.

    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 19,866 shares
    Change vs previous 13F -511 shares

    0.07% of the 13F portfolio, value $2,547,602.

    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 20,377 shares
    Change vs previous 13F +3,861 shares

    0.08% of the 13F portfolio, value $2,465,808.

    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 16,516 shares
    Change vs previous 13F -20 shares

    0.06% of the 13F portfolio, value $1,841,152.

    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 16,536 shares
    Change vs previous 13F -92 shares

    0.07% of the 13F portfolio, value $1,609,161.

    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 16,628 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,912,603.

    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).