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Dynamic Advisor Solutions LLC: ROAM position timeline

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

Dynamic Advisor Solutions LLC held 19,454 ROAM 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 19,454 shares
    Change vs previous 13F -137 shares

    0.02% of the 13F portfolio, value $695,852.

    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 19,591 shares
    Change vs previous 13F -1,317 shares

    0.02% of the 13F portfolio, value $607,478.

    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 20,908 shares
    Change vs previous 13F -414 shares

    0.02% of the 13F portfolio, value $609,118.

    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 21,322 shares
    Change vs previous 13F -1,041 shares

    0.02% of the 13F portfolio, value $594,168.

    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 22,363 shares
    Change vs previous 13F -1,243 shares

    0.02% of the 13F portfolio, value $588,595.

    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 23,606 shares
    Change vs previous 13F +1,113 shares

    0.02% of the 13F portfolio, value $555,691.

    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 22,493 shares
    Change vs previous 13F +1,571 shares

    0.02% of the 13F portfolio, value $512,974.

    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 20,922 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $534,398.

    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).