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Dynamic Advisor Solutions LLC: SMMU position timeline

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

Dynamic Advisor Solutions LLC held 34,165 SMMU 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 34,165 shares
    Change vs previous 13F -1,463 shares

    0.05% of the 13F portfolio, value $1,725,347.

    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 35,628 shares
    Change vs previous 13F +3,627 shares

    0.06% of the 13F portfolio, value $1,797,451.

    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 32,001 shares
    Change vs previous 13F -3,138 shares

    0.05% of the 13F portfolio, value $1,613,807.

    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 35,139 shares
    Change vs previous 13F +2,817 shares

    0.05% of the 13F portfolio, value $1,776,995.

    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 32,322 shares
    Change vs previous 13F +22 shares

    0.05% of the 13F portfolio, value $1,621,612.

    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 32,300 shares
    Change vs previous 13F -57 shares

    0.05% of the 13F portfolio, value $1,615,627.

    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 32,357 shares
    Change vs previous 13F +12,405 shares

    0.07% of the 13F portfolio, value $1,612,689.

    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 19,952 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,007,593.

    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).