Skip to content
Disclosery

Dakota Wealth Management: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Dakota Wealth Management on AAPL, newest first. How the timeline and the estimate are built.

Dakota Wealth Management held 617,780 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 617,780 shares
    Change vs previous 13F +3,499 shares

    3.42% of the 13F portfolio, value $178,760,833.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 614,281 shares
    Change vs previous 13F -27,341 shares

    3.38% of the 13F portfolio, value $155,898,423.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 641,622 shares
    Change vs previous 13F +61,670 shares

    3.1% of the 13F portfolio, value $174,431,291.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 579,952 shares
    Change vs previous 13F -2,119 shares

    2.98% of the 13F portfolio, value $147,673,287.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 582,071 shares
    Change vs previous 13F -85,959 shares

    2.51% of the 13F portfolio, value $119,423,356.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 668,030 shares
    Change vs previous 13F -1,937 shares

    3.47% of the 13F portfolio, value $148,389,515.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 669,967 shares
    Change vs previous 13F -16,262 shares

    3.86% of the 13F portfolio, value $167,773,019.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 686,229 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $159,891,438.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).