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Dynamic Advisor Solutions LLC: SPMB position timeline

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

Dynamic Advisor Solutions LLC held 120,865 SPMB 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 120,865 shares
    Change vs previous 13F -1,590 shares

    0.08% of the 13F portfolio, value $2,696,506.

    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 122,455 shares
    Change vs previous 13F +1,391 shares

    0.09% of the 13F portfolio, value $2,741,764.

    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 121,064 shares
    Change vs previous 13F +5,478 shares

    0.09% of the 13F portfolio, value $2,713,640.

    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 115,586 shares
    Change vs previous 13F -1,541 shares

    0.08% of the 13F portfolio, value $2,593,749.

    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 117,127 shares
    Change vs previous 13F -2,769 shares

    0.08% of the 13F portfolio, value $2,588,496.

    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 119,896 shares
    Change vs previous 13F +5,621 shares

    0.09% of the 13F portfolio, value $2,643,715.

    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 114,275 shares
    Change vs previous 13F -3,719 shares

    0.11% of the 13F portfolio, value $2,462,618.

    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 117,994 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,658,414.

    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).