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Dynamic Advisor Solutions LLC: SDVY position timeline

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

Dynamic Advisor Solutions LLC held 132,336 SDVY 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 132,336 shares
    Change vs previous 13F +13,980 shares

    0.16% of the 13F portfolio, value $5,708,954.

    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 118,356 shares
    Change vs previous 13F -4,117 shares

    0.15% of the 13F portfolio, value $4,666,779.

    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 122,473 shares
    Change vs previous 13F +2,644 shares

    0.15% of the 13F portfolio, value $4,693,160.

    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 119,829 shares
    Change vs previous 13F +1,976 shares

    0.13% of the 13F portfolio, value $4,555,844.

    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 117,853 shares
    Change vs previous 13F +6,024 shares

    0.13% of the 13F portfolio, value $4,157,841.

    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 111,829 shares
    Change vs previous 13F +1,997 shares

    0.12% of the 13F portfolio, value $3,746,283.

    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 109,832 shares
    Change vs previous 13F +9,952 shares

    0.17% of the 13F portfolio, value $3,937,493.

    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 99,880 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $3,633,619.

    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).