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Dynamic Advisor Solutions LLC: PM position timeline

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

Dynamic Advisor Solutions LLC held 19,390 PM 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 19,390 shares
    Change vs previous 13F -1,873 shares

    0.1% of the 13F portfolio, value $3,507,800.

    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 21,263 shares
    Change vs previous 13F +1,714 shares

    0.11% of the 13F portfolio, value $3,515,556.

    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 19,549 shares
    Change vs previous 13F -3,729 shares

    0.1% of the 13F portfolio, value $3,135,639.

    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 23,278 shares
    Change vs previous 13F +154 shares

    0.11% of the 13F portfolio, value $3,775,717.

    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 23,124 shares
    Change vs previous 13F +1,900 shares

    0.13% of the 13F portfolio, value $4,211,558.

    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 21,224 shares
    Change vs previous 13F -754 shares

    0.11% of the 13F portfolio, value $3,368,869.

    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 21,978 shares
    Change vs previous 13F -4,348 shares

    0.11% of the 13F portfolio, value $2,645,083.

    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 26,326 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,195,991.

    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).