Dynamic Advisor Solutions LLC
- SEC CIK
- 0001599747
- Latest filing
- Jul 7, 2026
AMAL holding history
Amalgamated Financial Corp. 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.
AMAL overviewAll 13F holders of AMALFull Q2 2026 holdings
- Shares (Q3 2022)
- 0
- Sold out in Q3 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 5
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2022 | 0 | $0 | 0.0% | −12,261−100.0% | Sold out | Holders |
| Q2 2022 | 12,261 | $243.0K | <0.1% | −8,394−40.6% | Reduced | Holders |
| Q1 2022 | 20,655 | $371.0K | <0.1% | +530+2.6% | Added | Holders |
| Q4 2021 | 20,125 | $337.0K | <0.1% | +510+2.6% | Added | Holders |
| Q3 2021 | 19,615 | $310.0K | <0.1% | +6,630+51.1% | Added | Holders |
| Q2 2021 | 12,985 | $203.0K | <0.1% | +12,985 | New | Holders |