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Dynamic Advisor Solutions LLC: SHY position timeline

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

Dynamic Advisor Solutions LLC held 261,185 SHY 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 261,185 shares
    Change vs previous 13F +17,032 shares

    0.61% of the 13F portfolio, value $21,445,920.

    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 244,153 shares
    Change vs previous 13F -18,106 shares

    0.64% of the 13F portfolio, value $20,159,747.

    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 262,259 shares
    Change vs previous 13F +5,507 shares

    0.7% of the 13F portfolio, value $21,720,273.

    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 256,752 shares
    Change vs previous 13F +19,227 shares

    0.62% of the 13F portfolio, value $21,300,120.

    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 237,525 shares
    Change vs previous 13F -5,008 shares

    0.61% of the 13F portfolio, value $19,681,299.

    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 242,533 shares
    Change vs previous 13F +132,840 shares

    0.66% of the 13F portfolio, value $20,064,753.

    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 109,693 shares
    Change vs previous 13F +20,824 shares

    0.39% of the 13F portfolio, value $8,992,604.

    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 88,869 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $7,389,419.

    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).