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Dynamic Advisor Solutions LLC: SUB position timeline

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

Dynamic Advisor Solutions LLC held 37,064 SUB 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 37,064 shares
    Change vs previous 13F +2,948 shares

    0.11% of the 13F portfolio, value $3,946,194.

    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 34,116 shares
    Change vs previous 13F +1,799 shares

    0.11% of the 13F portfolio, value $3,633,374.

    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 32,317 shares
    Change vs previous 13F -1,828 shares

    0.11% of the 13F portfolio, value $3,448,217.

    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 34,145 shares
    Change vs previous 13F +792 shares

    0.11% of the 13F portfolio, value $3,646,016.

    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 33,353 shares
    Change vs previous 13F -2,864 shares

    0.11% of the 13F portfolio, value $3,546,777.

    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 36,217 shares
    Change vs previous 13F -2,210 shares

    0.13% of the 13F portfolio, value $3,824,510.

    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 38,427 shares
    Change vs previous 13F -26,637 shares

    0.18% of the 13F portfolio, value $4,053,315.

    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 65,064 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,909,097.

    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).