Skip to content
Disclosery

Dynamic Advisor Solutions LLC: STZ position timeline

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

Dynamic Advisor Solutions LLC held 2,977 STZ 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 2,977 shares
    Change vs previous 13F -329 shares

    0.01% of the 13F portfolio, value $414,071.

    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 3,306 shares
    Change vs previous 13F -201 shares

    0.02% of the 13F portfolio, value $495,900.

    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 3,507 shares
    Change vs previous 13F +76 shares

    0.02% of the 13F portfolio, value $483,878.

    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 3,431 shares
    Change vs previous 13F -3,503 shares

    0.01% of the 13F portfolio, value $461,988.

    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 6,934 shares
    Change vs previous 13F -356 shares

    0.03% of the 13F portfolio, value $1,128,064.

    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 7,290 shares
    Change vs previous 13F -1,099 shares

    0.04% of the 13F portfolio, value $1,337,888.

    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 8,389 shares
    Change vs previous 13F -325 shares

    0.08% of the 13F portfolio, value $1,854,024.

    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 8,714 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,245,501.

    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).