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Dynamic Advisor Solutions LLC: SPSB position timeline

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

Dynamic Advisor Solutions LLC held 247,349 SPSB 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 247,349 shares
    Change vs previous 13F +2,039 shares

    0.21% of the 13F portfolio, value $7,422,958.

    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 245,310 shares
    Change vs previous 13F +9,430 shares

    0.23% of the 13F portfolio, value $7,376,465.

    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 235,880 shares
    Change vs previous 13F -243,319 shares

    0.23% of the 13F portfolio, value $7,123,568.

    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 479,199 shares
    Change vs previous 13F +41,620 shares

    0.42% of the 13F portfolio, value $14,514,934.

    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 437,579 shares
    Change vs previous 13F +32,712 shares

    0.41% of the 13F portfolio, value $13,210,505.

    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 404,867 shares
    Change vs previous 13F +31,649 shares

    0.4% of the 13F portfolio, value $12,186,505.

    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 373,218 shares
    Change vs previous 13F +12,337 shares

    0.48% of the 13F portfolio, value $11,144,300.

    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 360,881 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $10,927,470.

    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).