Dynamic Advisor Solutions LLC

SEC CIK: 0001599747
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

MO holding history

Altria Group, Inc. 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.

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

Shares (Q2 2026): 62,892
Value: $4.53M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of MO by Dynamic Advisor Solutions LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	62,892	$4.53M	0.1%	−140−0.2%	Reduced	Holders
Q1 2026	63,032	$4.16M	0.1%	+10,238+19.4%	Added	Holders
Q4 2025	52,794	$3.04M	0.1%	−19,756−27.2%	Reduced	Holders
Q3 2025	72,550	$4.79M	0.1%	+1,092+1.5%	Added	Holders
Q2 2025	71,458	$4.19M	0.1%	+519+0.7%	Added	Holders
Q1 2025	70,939	$4.26M	0.1%	−656−0.9%	Reduced	Holders
Q4 2024	71,595	$3.74M	0.2%	+191+0.3%	Added	Holders
Q3 2024	71,404	$3.64M	0.1%	−768−1.1%	Reduced	Holders
Q2 2024	72,172	$3.29M	0.1%	−3,404−4.5%	Reduced	Holders
Q1 2024	75,576	$3.30M	0.1%	+2,608+3.6%	Added	Holders
Q4 2023	72,968	$3.03M	0.1%	−1,081−1.5%	Reduced	Holders
Q3 2023	74,049	$3.11M	0.1%	+2,692+3.8%	Added	Holders
Q2 2023	71,357	$3.23M	0.2%	−1,427−2.0%	Reduced	Holders
Q1 2023	72,784	$3.25M	0.2%	−5,528−7.1%	Reduced	Holders
Q4 2022	78,312	$3.58M	0.2%	+1,903+2.5%	Added	Holders
Q3 2022	76,409	$3.08M	0.2%	+21,278+38.6%	Added	Holders
Q2 2022	55,131	$2.30M	0.2%	+5,811+11.8%	Added	Holders
Q1 2022	49,320	$2.58M	0.2%	−1,857−3.6%	Reduced	Holders
Q4 2021	51,177	$2.42M	0.2%	−3,937−7.1%	Reduced	Holders
Q3 2021	55,114	$2.51M	0.2%	+9,028+19.6%	Added	Holders
Q2 2021	46,086	$2.20M	0.2%	+4,155+9.9%	Added	Holders
Q1 2021	41,931	$2.15M	0.2%	–	–	Holders

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