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Dynamic Advisor Solutions LLC: SPMO position timeline

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

Dynamic Advisor Solutions LLC held 128,073 SPMO 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 128,073 shares
    Change vs previous 13F +13,908 shares

    0.59% of the 13F portfolio, value $20,688,966.

    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 114,165 shares
    Change vs previous 13F +8,064 shares

    0.4% of the 13F portfolio, value $12,799,052.

    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 106,101 shares
    Change vs previous 13F +57,149 shares

    0.41% of the 13F portfolio, value $12,659,956.

    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 48,952 shares
    Change vs previous 13F +32,622 shares

    0.17% of the 13F portfolio, value $5,926,087.

    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 16,330 shares
    Change vs previous 13F +3,471 shares

    0.06% of the 13F portfolio, value $1,836,627.

    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 12,859 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,189,878.

    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).