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Dynamic Advisor Solutions LLC: OMFL position timeline

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

Dynamic Advisor Solutions LLC held 56,860 OMFL 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 56,860 shares
    Change vs previous 13F -5,667 shares

    0.11% of the 13F portfolio, value $3,897,167.

    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 62,527 shares
    Change vs previous 13F +58 shares

    0.12% of the 13F portfolio, value $3,759,100.

    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 62,469 shares
    Change vs previous 13F -200,532 shares

    0.12% of the 13F portfolio, value $3,818,710.

    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 263,001 shares
    Change vs previous 13F +1,190 shares

    0.46% of the 13F portfolio, value $15,848,457.

    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 261,811 shares
    Change vs previous 13F +3,318 shares

    0.47% of the 13F portfolio, value $15,127,431.

    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 258,493 shares
    Change vs previous 13F +16,610 shares

    0.45% of the 13F portfolio, value $13,780,253.

    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 241,883 shares
    Change vs previous 13F +765 shares

    0.57% of the 13F portfolio, value $13,117,290.

    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 241,118 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $12,776,862.

    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).