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Dynamic Advisor Solutions LLC: VNLA position timeline

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

Dynamic Advisor Solutions LLC held 295,642 VNLA 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 295,642 shares
    Change vs previous 13F +16,041 shares

    0.41% of the 13F portfolio, value $14,446,572.

    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 279,601 shares
    Change vs previous 13F +702 shares

    0.43% of the 13F portfolio, value $13,661,321.

    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 278,899 shares
    Change vs previous 13F -129,975 shares

    0.44% of the 13F portfolio, value $13,705,079.

    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 408,874 shares
    Change vs previous 13F +9,009 shares

    0.58% of the 13F portfolio, value $20,153,415.

    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 399,865 shares
    Change vs previous 13F +13,489 shares

    0.61% of the 13F portfolio, value $19,673,345.

    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 386,376 shares
    Change vs previous 13F +5,443 shares

    0.63% of the 13F portfolio, value $18,990,404.

    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 380,933 shares
    Change vs previous 13F +4,246 shares

    0.81% of the 13F portfolio, value $18,631,441.

    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 376,687 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $18,472,707.

    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).