Dynamic Advisor Solutions LLC: SMLF position timeline

Dynamic Advisor Solutions LLC held 5,150 SMLF 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 5,150 shares

   Change vs previous 13F +459 shares

   0.01% of the 13F portfolio, value $459,077.

   13F-HR 0001599747-26-000004 filed by Dynamic Advisor Solutions LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 4,691 shares

   Change vs previous 13F +643 shares

   0.01% of the 13F portfolio, value $354,144.

   13F-HR 0001599747-26-000002 filed by Dynamic Advisor Solutions LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 4,048 shares

   Change vs previous 13F +958 shares

   0.01% of the 13F portfolio, value $303,093.

   13F-HR 0001599747-26-000001 filed by Dynamic Advisor Solutions LLC
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 3,090 shares

   Change vs previous 13F +59 shares

   0.01% of the 13F portfolio, value $229,769.

   13F-HR 0001085146-25-005875 filed by Dynamic Advisor Solutions LLC
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 3,031 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $205,990.

   13F-HR 0001085146-25-003617 filed by Dynamic Advisor Solutions LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).