Skip to content
Disclosery

Dynamic Advisor Solutions LLC: XSMO position timeline

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

Dynamic Advisor Solutions LLC held 21,559 XSMO 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 21,559 shares
    Change vs previous 13F +363 shares

    0.06% of the 13F portfolio, value $2,018,583.

    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 21,196 shares
    Change vs previous 13F +662 shares

    0.05% of the 13F portfolio, value $1,611,331.

    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 20,534 shares
    Change vs previous 13F +13,388 shares

    0.05% of the 13F portfolio, value $1,478,653.

    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 7,146 shares
    Change vs previous 13F -245 shares

    0.02% of the 13F portfolio, value $525,741.

    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 7,391 shares
    Change vs previous 13F +2,797 shares

    0.02% of the 13F portfolio, value $502,746.

    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 4,594 shares
    Change vs previous 13F +660 shares

    0.01% of the 13F portfolio, value $288,290.

    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 3,934 shares
    Change vs previous 13F +138 shares

    0.01% of the 13F portfolio, value $260,048.

    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 3,796 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $251,280.

    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).