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Dynamic Advisor Solutions LLC: PWB position timeline

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

Dynamic Advisor Solutions LLC held 45,194 PWB 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 45,194 shares
    Change vs previous 13F -1,491 shares

    0.22% of the 13F portfolio, value $7,613,411.

    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 46,685 shares
    Change vs previous 13F -1,165 shares

    0.19% of the 13F portfolio, value $5,879,064.

    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 47,850 shares
    Change vs previous 13F -1,798 shares

    0.2% of the 13F portfolio, value $6,082,238.

    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 49,648 shares
    Change vs previous 13F -140 shares

    0.18% of the 13F portfolio, value $6,226,799.

    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 49,788 shares
    Change vs previous 13F -1,021 shares

    0.18% of the 13F portfolio, value $5,847,049.

    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 50,809 shares
    Change vs previous 13F -507 shares

    0.16% of the 13F portfolio, value $4,879,717.

    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 51,316 shares
    Change vs previous 13F -1,197 shares

    0.23% of the 13F portfolio, value $5,220,804.

    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 52,513 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,182,127.

    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).