Dynamic Advisor Solutions LLC

SEC CIK: 0001599747
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

ALTA holding history

Altabancorp in every 13F filed by Dynamic Advisor Solutions LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ALTA overview All 13F holders of ALTA Full Q2 2026 holdings

Shares (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2021

Holdings of ALTA by Dynamic Advisor Solutions LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−77,521−100.0%	Sold out	Holders
Q3 2021	77,521	$3.42M	0.3%	−2,200−2.8%	Reduced	Holders
Q2 2021	79,721	$3.45M	0.3%	+79,721	New	Holders