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Dynamic Advisor Solutions LLC: SPEM position timeline

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

Dynamic Advisor Solutions LLC held 46,746 SPEM 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 46,746 shares
    Change vs previous 13F -426 shares

    0.07% of the 13F portfolio, value $2,420,489.

    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 47,172 shares
    Change vs previous 13F -396 shares

    0.07% of the 13F portfolio, value $2,212,835.

    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 47,568 shares
    Change vs previous 13F +2,580 shares

    0.07% of the 13F portfolio, value $2,226,670.

    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 44,988 shares
    Change vs previous 13F +5,130 shares

    0.06% of the 13F portfolio, value $2,105,895.

    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 39,858 shares
    Change vs previous 13F -2,250 shares

    0.05% of the 13F portfolio, value $1,703,551.

    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 42,108 shares
    Change vs previous 13F -731 shares

    0.05% of the 13F portfolio, value $1,657,791.

    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 42,839 shares
    Change vs previous 13F -29,547 shares

    0.07% of the 13F portfolio, value $1,643,720.

    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 72,386 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,988,109.

    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).