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Dynamic Advisor Solutions LLC

SEC CIK
0001599747
Latest filing
Jul 7, 2026

MBWM holding history

Mercantile Bank 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.

MBWM overviewAll 13F holders of MBWMFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
15
Since Q1 2021
Holdings of MBWM by Dynamic Advisor Solutions LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−5,342−100.0%Sold outHolders
Q4 20245,342$237.7K<0.1%00.0%UnchangedHolders
Q3 20245,342$233.6K<0.1%−500−8.6%ReducedHolders
Q2 20245,842$237.0K<0.1%00.0%UnchangedHolders
Q1 20245,842$224.9K<0.1%−1,158−16.5%ReducedHolders
Q4 20237,000$277.6K<0.1%00.0%UnchangedHolders
Q3 20237,000$216.4K<0.1%+7,000NewHolders
Q2 20230$00.0%−7,000−100.0%Sold outHolders
Q1 20237,000$214.1K<0.1%−500−6.7%ReducedHolders
Q4 20227,500$251.1K<0.1%00.0%UnchangedHolders
Q3 20227,500$223.0K<0.1%00.0%UnchangedHolders
Q2 20227,500$240.0K<0.1%00.0%UnchangedHolders
Q1 20227,500$266.0K<0.1%−500−6.3%ReducedHolders
Q4 20218,000$280.0K<0.1%00.0%UnchangedHolders
Q3 20218,000$256.0K<0.1%00.0%UnchangedHolders
Q2 20218,000$242.0K<0.1%00.0%UnchangedHolders
Q1 20218,000$260.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.