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Dynamic Advisor Solutions LLC: SPIB position timeline

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

Dynamic Advisor Solutions LLC held 937,504 SPIB 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 937,504 shares
    Change vs previous 13F +73,506 shares

    0.89% of the 13F portfolio, value $31,368,896.

    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 863,998 shares
    Change vs previous 13F +50,251 shares

    0.91% of the 13F portfolio, value $28,978,487.

    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 813,747 shares
    Change vs previous 13F +24,023 shares

    0.88% of the 13F portfolio, value $27,512,774.

    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 789,724 shares
    Change vs previous 13F -43,333 shares

    0.78% of the 13F portfolio, value $26,763,752.

    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 833,057 shares
    Change vs previous 13F +64,515 shares

    0.86% of the 13F portfolio, value $27,974,042.

    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 768,542 shares
    Change vs previous 13F -98,436 shares

    0.84% of the 13F portfolio, value $25,546,329.

    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 866,978 shares
    Change vs previous 13F +65,577 shares

    1.23% of the 13F portfolio, value $28,402,199.

    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 801,401 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $27,015,215.

    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).