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Dynamic Advisor Solutions LLC: SUSB position timeline

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

Dynamic Advisor Solutions LLC held 101,024 SUSB 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 101,024 shares
    Change vs previous 13F +445 shares

    0.07% of the 13F portfolio, value $2,524,601.

    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 100,579 shares
    Change vs previous 13F +2,323 shares

    0.08% of the 13F portfolio, value $2,521,024.

    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 98,256 shares
    Change vs previous 13F -38,143 shares

    0.08% of the 13F portfolio, value $2,479,981.

    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 136,399 shares
    Change vs previous 13F -3,944 shares

    0.1% of the 13F portfolio, value $3,452,269.

    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 140,343 shares
    Change vs previous 13F -11,504 shares

    0.11% of the 13F portfolio, value $3,532,421.

    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 151,847 shares
    Change vs previous 13F -72,337 shares

    0.13% of the 13F portfolio, value $3,794,662.

    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 224,184 shares
    Change vs previous 13F -19,406 shares

    0.24% of the 13F portfolio, value $5,537,351.

    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 243,590 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,128,734.

    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).